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Estate Planning

Most people consider estate planning to be the domain of the family solicitor, but we can play an important part in achieving the outcomes that you seek. In an estate planning review we will:

 

  • carefully consider your current situation and your plans for the distribution of your estate;

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  • help you understand which assets will actually pass into your estate;

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  • provide advice on the appropriate asset ownership arrangements and financial structures that will meet these goals in a tax effective manner – which ultimately means more money left to the estate;

 

  • consider the impact of disability and incapacity to ensure that you are appropriately protected in these circumstances; and

 

  • work closely with your solicitor (or can recommend one if necessary) to prepare a robust set of estate planning documents for your peace of mind. ​

© 2023 by Fiducian Financial Services Canberra

Authorised Representative of Fiducian Financial Services Pty Ltd, ABN 46 094 765 134, AFS Licence No. 231103

The information of this site is general in nature.  It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.

You should also read the relevant Fiducian Product Disclosure Statement and Financial Services Guide before making any financial decisions. Call 02 6162 2656 for a copy.

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