Estate planning

For some people, planning what happens when we die is a no-go zone. It brings up many emotions but it is an important part of keeping your affairs in order.

There are many things to consider when preparing a will. Questions like: what assets do I have; is my superannuation/life insurance part of my estate; who will care for my children; at what age should my children access the assets of the estate; what if one of my beneficiaries should die and under what circumstances; how is my business or family trust affected; and, what are the tax consequences of death.

Preparation of a clear and effective will is vital. Yet we never cease to be surprised by the number of people who do not have a valid will in place. If you die without a will, the cost and inconvenience to your family is substantial.

So why not start the conversation now? We will guide you through the process of ensuring that an effective will, that meets your desires and wishes, is able to be prepared. Your family will then have peace of mind knowing that if the unexpected should happen, your affairs will be in order.

Jeff Davey

New to Saward Dawson? Book a free 30 minute consultation

We happily spend 30 minutes without charge with new contacts to explore relevant issues and outline how we can assist. Let us know your area of interest and we will arrange a specialist to meet with you.

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