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Pass on your assets to loved ones

Effective estate planning involves much more than simply having a current will in place. Properly crafted, your estate plan can help you pass on the right assets to the right beneficiaries at the right time so that your loved ones receive the maximum benefit from your lifetime of hard work.

How can we help with estate planning?

A Westlawn Wealth Adviser can provide advice on estate planning and assist with the facilitation of an estate plan that takes into account your assets, family situation and the needs of your intended beneficiaries.

Incorporating testamentary trusts, for example, estate planning can provide tax advantages while also providing peace of mind knowing that assets passed onto younger or vulnerable beneficiaries will remain protected.

And by making an enduring power of attorney, you can feel confident knowing that should you become incapacitated during your lifetime, a trusted person of your choice will be appointed to make financial decisions on your behalf.

Talk to us about estate planning today.

THE RIGHT BENEFICIARIES

Ensure your assets pass onto your intended beneficiaries by reducing the risks of your will being contested.

AT THE RIGHT TIME

Ensure your intended beneficiaries receive the right assets when they’re in a position to responsibly manage those assets. For example, through the use of testamentary trusts for beneficiaries who are minors.

PROTECT YOUR ASSETS

Protect your beneficiaries’ inheritance from bankruptcy or divorce.

STRUCTURING YOUR INHERITANCE

Utilise tax-effective structures such as testamentary trusts and superannuation.

SUCCESSION PLANNING

Plan the continuation or winding up of your business through effective succession planning.

Need some more information about estate planning?

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All of the material published on this website is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a Financial Adviser, whether the information is appropriate in light of your particular needs and circumstances.
Dougherty Financial Services Pty Ltd ABN 70 717 487 005 (Trading as Westlwan Wealth Advice) Corporate Authorised Representative 328595 of InterPrac Financial Planning Pty Ltd (InterPrac), ABN 14 076 093 680 AFSL No. 246638. Please note that InterPrac not responsible for the advice and services provided by Westlawn Finance Limited, Westlawn Insurance Brokers Pty Ltd, Westlawn Life Insurance Pty Ltd or Westlawn Business Services Pty Ltd.

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