Estate Planning

Estate planning is anticipating that you're not going to be around forever, and taking steps to ensure that your property and possessions are distributed among your family and loved ones, rather than defaulting to the State.

It’s something few of us want to think about, but it’s something we all need to do. Getting your estate affairs in order can provide great peace of mind to both you and your family.

Purpose of effective estate planning

If you're a small business owner, estate planning may form part of your business succession strategy.

An effective will can counter against the consequences of dying 'intestate', and ensure you manage the tax implications for beneficiaries. It will also mean ensuring the person of your choice receives your superannuation under the binding nomination with your super fund (subject to SIS Act 1993).

Most importantly, you want to review your estate plan when things change to ensure a tax effective solution for your beneficiaries, and so you have a definite say in what happens.

Our estate planning services

We can assist you with:

  • Wills & Powers of Attorney

  • Advance Care Directives

  • Estate Planning Strategies

  • Binding and Non-Binding Death Benefit Nominations

  • Asset Protection

  • Special Disability & Testamentary Trusts

  • Blended Family Strategies.

If you haven't reviewed your will in some time, now might be the right time to update your affairs and have the final say on the distribution of your estate.

Positive Wealth’s experienced team of advisers can assist you with your Estate planning needs, and can even work together with other professionals, such as lawyers and accountants to ensure you are properly structured. Book a consult and put your affairs in order today.

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