Estate Planning

Estate Planning considers your current and future assets and liabilities, financial objectives, insurance, superannuation and your family’s requirements to facilitate, protect and maximise the transfer of wealth.

While a basic Will and estate plan allows you to decide who will receive your assets upon your death, more considered wealth transfer planning may enable you to pass additional wealth to your descendants, protect inheritance from ending up in the wrong hands and minimize the tax burden on beneficiaries.

Estate Planning key points

  • A good estate plan considers your current and future assets and liabilities, personal and financial objectives, insurance, superannuation strategy and your family’s requirements.

    Stanford Brown has access to some of the best estate lawyers in Australia. Conversely we can also work with your existing legal counsel to maximise outcomes. Not only will we help you construct a robust estate plan, we make it part of our job to remind you to review your plan amidst changes in tax law to ensure you are abreast of ways to preserve your families’ wealth.

  • Whether it’s guiding you on an appropriate estate lawyer for your needs, advising on the right type of trusts for wealth transfer, ensuring that you have nominated a preferred or binding beneficiary for your superannuation, or identifying the intangible aspects worthy of consideration. We apply a holistic approach to your estate planning to ensure that it meets your requests in the way that you intended.

You have likely spent your working career building wealth for you and your family. Poor estate planning can undo what you’ve worked hard to build

To speak with an estate planning specialist or if you would like to discuss options for wealth transfer

Contact Us 02 9904 1555

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