ENSURE YOUR ASSETS END UP IN THE RIGHT HANDS

Will Estate Planning Melbourne

Sometimes, estate planning is a difficult subject for families to discuss – nobody likes to think about the unthinkable, however, death is a reality of life, and it’s important to have discussions about how you want your estate to be distributed and what arrangements are in place to care for the loved ones we leave behind.

What many people don’t realise is that estate planning isn’t just about dying, it’s also about the living. Do you have a plan in place to ensure decisions about your care can be made in line with your wishes in the event that you are incapacitated and can’t care for yourself anymore?

Does your family know how you want to be treated in a medical emergency?

Estate planning is designed to ensure that in the event of your death or disablement, that assets and decisions on your care are based on YOUR wishes.

An essential plan

 

A person who dies without a valid Will is said to have died intestate. In this situation, the person's assets are distributed in accordance with a government formula. Under this formula, the intentions of the deceased person do not prevail unless they are formally stated, i.e. within a Will.

This means that you may have a government representative, a person you have never met or discussed your wishes with, making decisions about how your estate should be split and who receives the lions share.

It’s important to ensure that you make your wishes known so that precious possessions go to the right person and to avoid conflict among your beneficiaries as to who should receive what.

To develop the most appropriate estate planning strategy, it is vital to seek expert advice. At Create and Protect, we understand your vision and wish to offer a plan that protects you and your loved ones during a crisis situation. With our end-to-end estate planning in Melbourne, you can have the peace of mind and avoid any disputes and complications for your family. We can advise you on every aspect of estate planning including taxation. Get expert estate planning advice to ensure that your assets are distributed just the way you want them to be.

How can we help?

If you are looking for estate planning lawyers in Melbourne, we can help you.

In conjunction with professional legal and accounting partners, we can assist you with:

  • Establishing a valid Will

  • Setting up an Enduring Power of Attorney

  • Completing a Binding Death Benefit Nomination

  • Confirming an Advanced Healthcare Directive

We understand that estate planning is an essential component of any financial plan and can help you ensure that your plans align with your goals. Do not hesitate to get in touch with us for all your estate planning needs.

Your Questions, Answered

As a Financial Planners we can provide answers to all your financial planning questions on a range of financial planning matters.

 

Call us today on 1300 707 955

or SEND US AND EMAIL

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