Wealth Protection and 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.

Saward Dawson Wealth Advisers Pty Ltd (ABN 74 620 432 790), is a Corporate Authorised Representative of Akambo Pty Ltd t/a Accountants Private Advice (AFSL no. 322056) ABN 16 123 078 900
Level 14, 379 Collins Street, Melbourne, Victoria 3000.

Wealth Protection and Estate Planning Specialists