Estate Planning
A well-structured estate plan will provide you with 'peace of mind' and ensure your beneficiaries are cared for on your passing.
An estate plan outlines your wishes for the distribution of your assets after your death. It avoids your loved ones arguing over your money, which can be costly on beneficiary relationships and potentially on your estate if contested. It also involves looking carefully at who will make decisions for you and manage your affairs if you are medically unfit to do so for whatever reason.
Although a legal professional will be needed to draft wills, advanced health directives and power of attorney arrangements a Financial Adviser is well placed to help you make appropriate decisions about how best to structure these arrangements to save tax and split assets effectively to those who need them.
This includes not only your estate assets but your non estate assets such as superannuation where rules can be even more complex to understand.
At Page Financial Services we work hand in hand with you and your legal professional to ensure outcomes for you and your beneficiaries are;
1. In accordance with your wishes
2. Lead to informed tax outcomes maximising your estate
3. Ensure assets flow to where they are needed.
"Gimli is always available and responds to my needs quickly. I’ve come to trust his advice and the manner he explains the changing financial process. He provides me with options for me to think about. He doesn’t force a view. Gimli’s impressed me with his dedication and thoroughness in all my dealings with him."
- Bruce W (70)