Taking Care Of Your Family Is One Of The Most Important Things You’ll Ever Do
Without Estate Planning What Happens When You Are Not Around To Take Care Of Them?
Preparing a comprehensive Estate Plan will ensure that your family can continue to live the life you have worked so hard for them to have, without worrying about where the money will come from.
It can also help avoid confusion and disagreement, ensuring your assets go where you want them to.
A Good Estate Plan Also Provides A Structure To take Care Of Your Needs If An Accident Or Illness Affects Your Ability To Make Decisions
Incorporating a clear Will, advance directives and appropriate risk protection strategies in your Estate Plan will make a painful time that little bit easier to bear.
Additionally, it provides your family with clear guidance as to how you would like to be taken care of, removing the guesswork.
At Manly Financial Services We Have The Knowledge & Skills To:
- Prepare a plan that ensures financial support for your family should something happen to you
- Ensure your plans are set up in a way that will reduce the likelihood of costly and lengthy disputes over your Estate
- Have sufficient funds and insurances to support you and your family should accident or illness render you unable to make decisions
- Maximise tax effectiveness for both the estate and beneficiaries
- Set up Discretionary and Testamentary Trusts to maximise tax efficiency*
If you need advice on setting up an Estate Plan, contact us to discuss your requirements.
*In conjunction with a specialist Wills and Estate lawyer.
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