Estate Planning
Planet Wealth provides will/estate planning services that are designed to help clients create a tailored plan that will state how assets will be managed and distributed once they pass away. This plan ensures the client’s wishes are fulfilled while reducing the stress involved for all beneficiaries.
Planet Wealth has a team of chartered will/estate planning accountants who understand all the complexities related to managing a client’s estate. Our team works diligently to make sure that every estate plan is accurate, applicable and correctly documented, ensuring that all beneficiaries will be protected and receive their designated assets.
What is Estate Planning?
It’s a common misconception that having a will and estate planning are the same thing, but this is not the case. An estate plan is often more comprehensive than a will, as a will is only applicable to assets a person owns at the time of their death and is just one element of an estate plan.
Estate planning involves reviewing and managing a client’s personal and business affairs while they’re still alive. Having an estate plan will make sure that after a client passes way, the possessions that are part of their estate will be correctly distributed to the stipulated beneficiaries.
Every estate plan we create is customised to fulfil the wishes of our clients. When you speak to Planet Wealth, we can give you the estate planning advice you need to ensure the distribution of your assets is carried out correctly.
An Estate Plan Usually Includes:
- The will
- Superannuation funds
- Trusts
- Insurance
- Power of attorney arrangements
- Guardianship arrangements
Learn More Today
Contact Planet Wealth today for professional will/estate planning advice that can make matters much easier for you and your family. Please call our office on 1300 004 254 or contact us online to book an appointment.