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Estate Planning

Estate planning is the act of preparing for the transfer of a person’s wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one’s estate.

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Looking after loved ones

Most of us put a lot of time and effort into creating and managing wealth throughout our lives. But few of us put enough thought into how our wealth will be distributed after our death – estate planning.

What is a Death Benefit Nomination?

A death benefit nomination is a notice you give to the trustee of your superannuation fund requesting the payment of your death benefits to either your estate or one of your specified dependants.

Power of attorney and Wills

It is important to decide what will happen to all your stuff after you die. Nobody likes to think about it, but it something very important to eventually start discussing.