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Sometimes, starting the conversation is the hardest part of estate planning. No matter how big or how small, everyone has an estate and unfortunately ‘you can’t take it with you when you die’. Taking control of how your estate is distributed and knowing what your estate planning needs are is essential planning for the future - for you and your family.

Things to consider in an effective estate plan are:

  • Tax effective estate distribution
  • Asset protection
  • Life insurance
  • Will
  • Testamentary trust
  • Power of attorney
  • Binding nomination
  • Guardianship

Contact: Lew Robbins 03 5975 1155

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