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Estate Planning
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Estate Planning

Estate planning is a process designed to help protect the wealth you have built over your lifetime so that it is distributed smoothly according to your wishes. More than just a will, an estate plan also takes into account your superannuation and powers of attorney as well as assets held solely in your name or jointly with others, or assets held in private companies or trusts.

 

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Advanced Health Directive

This form deals with your future health care. The time may come when you cannot speak for yourself. By completing this form you can give directions about your medical treatment at such a time.

 

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Testamentary Trusts

A testamentary trust is established by a person’s Will and comes into existence after probate of the Will is granted. In this respect, the Will itself contains the terms that would otherwise be found in a trust deed.

 

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Power of Attorney

A Power of Attorney is a document under which a person (the grantor) gives to another person (the grantee) the power to act on their behalf. In most cases the Power of Attorney is a simple document to prepare and execute, yet, because of its flexibility, it can cover a whole range of business and personal needs.

 

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Beneficiaries

The beneficiaries of a trust are those people/entities entitled to benefit from the trust in the form of either capital or income distributions. The beneficiaries under a trust can be named individually or they can be classes of beneficiary, for example, children, grandchildren, etc. If a class of beneficiaries is nominated it must be sufficiently clear who the beneficiaries are.

 

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