Estate planning is the process of ensuring that when the time is right, your wealth transfers as you wish it.
Proper estate planning is essential for ensuring that your wealth passes to your loved ones according to your wishes and for protecting them from financial hardship.
While a will and enduring power of attorney are crucial elements of an estate plan, there are many other strategies that can be implement to achieve your goals.
Willwise provides comprehensive estate planning solutions that go beyond the basics. We work closely with you and your financial and risk advisors to review your current investment structures and develop a plan that meets your unique needs and the needs of your future generations.
Our estate planning solutions include:
- superannuation binding death benefit nominations;
- considering the effect of death or incapacity on the role of the trustee or the appointor of trusts; and
- securing control of companies and partnership interests in the event of death or incapacity.
Contact Willwise today to schedule a consultation with a succession law specialist.
