Estate Planning

Not having a Will and Enduring Power of Attorney is doing yourself, your family and loved ones a huge disservice! 

Estate planning is overlooked by most Australians. This can be a financial disaster for loved ones.

Wealth distribution (estate planning) is a very important part of your financial planning process.

A Will documents your estate plan.

The distribution of your assets on your death is under your control, as long as you have a Will. Your Executor will make sure that the instructions in your Will are met.

Failure to write a Will will result in an estate planning disaster. The wrong people may benefit and it may create unnecessary tax liabilities, family disputes, legal costs and court fees.

Active Wealth Managers has an Estate Planning Solicitor who we can refer you to for professional assistance.

Actions to Consider