Estate Planning

Estate Planning

An essential part of the financial advice process is the establishment of a rigorous and tax-effective Wealth Transfer Plan. This is so much more than a basic Will.

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

At Stanford Brown, we have access to some of the best estate planning lawyers in Australia. We also regularly work with our clients’ existing legal counsel.

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.

Stanford Brown whitepapers - An Estate Planning Survival Guide

Want some more information? Download An Estate Planning Survival Guide

Download

Other private wealth division services:

Portfolio Management

Expert, tailored money management solutions.

Find out more

Insurance

Structure your insurances to protect against anything tomorrow might bring.

Find out more

Managed Accounts

Discretionary management of multi-sector client portfolios can significantly benefit our clients.

Find out more

Self-Managed Super Funds

A superannuation vehicle run by you, for you.

Find out more

Join the Stanford Brown Family

Subscribe to our mailing list to receive the latest news and updates from our team.

Successful. Thank you for joining Stanford Brown's mailing list.