Unlocking success: lessons from the world’s best investors
22nd October 2024
12-14 Stirling Highway
Nedlands WA 6009
Estate Planning
We will work with you to develop an Estate plan to prepare the various tasks that will serve to manage your assets and ensure that your family and loved ones are cared for in the event of incapacitation or death.
The main reasons to consider an estate plan include:
- Ease the burden of your family and ensure they are properly provided for.
- Reduce estate taxes that will be required to be paid by those you leave behind.
- Avoid messy estate disputes among possible beneficiaries.
- Help you plan for potential incapacity in the future.
- Put your wishes first.
- Charitable giving and business succession can be incorporated into an estate plan.
In addition, we can also provide assistance in the areas of Wills, Trusts, Powers of Attorney, Guardianship/Directives, Super Death Benefit Nominations, and Insurance Nominations.
Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you. You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.
More than just a Will estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.
How AMA Financial Planning can help
In conjunction with legal and accounting professionals we can help you with:
- Ensuring your Will is current and properly drafted
- Granting Enduring Powers of Attorney
- Reviewing if a family trust is appropriate for your situation
- Identifying whether it is appropriate for you to have Testamentary Trust in place
- Finding the most tax effective manner of passing your assets onto your loved ones (beneficiaries)
- Reviewing your life insurance policies
- Ensuring your nominated beneficiaries are correct for your superannuation
- Gifting to charities
- Identifying the right structure to pass on the family business
- Dealing with capital losses and capital gains
- Dealing with family debts
To discuss your Estate Planning needs please contact one of our qualified Financial Advisers at AMA Financial Planning on 1800 262 346.