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 is well looked after and that your assets are handed down according to your wishes?


Common questions to consider:


  • What is estate planning?
  • Is estate planning just about making a Will?
  • What is a Will and why do I need 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?
  • I have business partners – what happens to my part of the business if I die?
  • Is there anything I can do to protect my estate?
Book a 15-min Clarity Call →

Have questions?

Phone us today on (03) 9038 8267

We help you answer life’s big questions and plan the important stuff without the pinstripe suits, stuffy sales pitch, and confusing jargon.


Have questions? Phone us today on (03) 9038 8267

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