What is estate planning

What is estate planning Product details

What is estate planning Product by:
Financial Planner Sunshine Coast

What is estate planning

Sunshine Coast Estate Planning Estate planning is the process of arranging for your assets to be dealt with, after death, in accordance with your wishes while minimising the impact of stamp duty, tax and administration expenses. Effective structuring of your business and investments during your lifetime is an integral part of any estate plan.
Preservation of assets

The underlying objective of an estate plan should be to generate wealth and then to quarantine assets to ensure that they remain available for distribution as you wish, and are not exposed to the risks of the commercial world.
Do I need a will

A will is generally the most important document any person will sign. After death the terms of a will can only be altered by a court and, unless a court intervenes, the will regulates how the deceased’s assets are to be finally dealt with.
Can my will be challenged

A will can be challenged for a host of reasons ranging from improper execution of the document through to complaints that it did not adequately apportion the deceased’s estate to potential or actual beneficiaries.

Please use the Contact form on the right for What is estate planning information and ordering.

Sustain Show Green Expo
Follow us on Twitter Find us on Facebook

Contact Financial Planner Sunshine Coast

Security Code Refresh Security Code

Your message will be sent to Financial Planner Sunshine Coast only. Privacy & Anti Spam protected.

Other Financial Planner Sunshine Coast Products

4 listed

Debt Reduction Debt Reduction

Debt Reduction Debt Settlement Sunshine Coast When used properly debt can be a very useful tool. There are some strategies that could significantly help your financial ... more »

  • Green Financial Advisors
Insurances Insurances

Insurances Insurance Brokers Sunshine Coast, Brisbane Nobody likes to consider the possibility of sudden death, being diagnosed with a serious illness or having ... more »

  • Ethical Investment
Superannuation & Retirement Planning

The ideal way to save for your retirement. This is due to the attractive tax benefits of contributing to super. It has the lowest tax rate on earnings at just 15% ... more »

  • Eco Investment
Wealth Creation

The best way of reaching your wealth creation goal is to design a plan that will help you achieve those goals. Once you have defined realistic goals you can utilise ... more »

  • Eco Insurance

Greenfinder Australia’s Green Business Directory

Find Green Businesses, Eco Products and Sustainable Services


Add Your Business

Add Your Business to the official Greenfinder website.


Add Your Products

Add a Product, Service,
News and Press Releases.

GO It's free