Estate planning

Estate planning

Estate planning

When you’ve worked hard to get where you are, you want to make sure that you and your family can enjoy the benefits. But if the unforeseen happens, how do you ensure your family are well looked after and that your assets are handed down according to your wishes?

Common questions to consider

Some questions you may wish to consider include:

  • What is estate planning? Is estate planning just about making a Will?
  • What is a Will and why do I need to make one?
  • What is a Power of Attorney?
  • Is it true that a person’s debt dies with them?
  • What should I consider when I make a Will?
  • How often should I update my Will?
  • What happens if I don’t have a will?
  • What happens to my super when I die?
  • As I have my own business with business partners, what happens to my part of the business if I die?
  • Is there anything I can do to protect my estate?

    Time to Plan If you want us to help you with estate planning, complete this form today

How we can help

As part of a good, comprehensive financial plan, a Will is essential to ensure your wishes for what happens to your assets after you die are executed properly.

If you have a Will we will usually recommend you review it regularly to keep it up-to-date with your circumstances. We can’t advise you on inheritance laws or write the Will for you. However, we can advise the social security benefits that could benefit your family after you die.

Want to know more. 

If you need help with personalised advice on financial planning, be it wealth strategies or protection for you or your family, or a need to discuss your present or future retirement options give us a call today on 03 6343 1007.  

Alternatively send us a message or simply book an appointment now with one of our qualified financial planners on our online booking service at a mutually acceptable time.

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FinancialPartners (Tas) Pty Ltd ABN 26 160 284 739 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.

‘This blog post contains information that is general in nature. It does not not take into account the objectives, financial situation or needs of any particular person.  Because of this, before acting on any advice, you need to consider your financial situation and needs before making any decisions based on this information.

 You should consult a financial planner to consider how appropriate the advice is to your objectives, financial situation and needs.

 If you decide to purchase or vary a financial product, your financial adviser, AMP Financial Planning and other companies within the AMP Group may receive fees and other benefits. The fees will be a dollar amount and/ or a percentage of either the premium you pay or the value of your investment. Please contact us if you want more information.

Estate planning

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