Estate Planning

Estate Planning

If you own anything – be it a skateboard, a car, a mansion, an island, or a microwave, you should consider your estate planning.

I’ll stress this extra hard here… If you have a partner and/or kids, you MUST get your estate planning sorted.

What is estate planning and what do you need to consider?

 – If you die without a will, everything you own and owe will be distributed in line with your local state / territory intestacy laws (this is called dying ‘intestate’)

– If you become incapacitated, someone will need to act as legal guardian of your children, manage your financial affairs, and make medical choices

– Your superannuation (and any life insurance in your super) is not administered by the executor of your estate unless nominated to do so – the super fund may choose who receives your super + any life insurance benefits within your super

NOTE: We are not estate planning solicitors and cannot write up the legal documentation. We will work together with you and an estate planning solicitor so the financial and legal implications are properly considered.

Our licensing

Grant Millar and G&A Family Investments Pty Ltd t/as Inspired Financial Planners are Authorised Representatives of Synchron, AFS Licence No. 243313

Advice disclaimer

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser..

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