Legacy 2

Protecting Your Legacy

A well thought out estate plan is critical to protect and transition your wealth to the next generation.

Estate planning will allow you to be remembered the way you want. To leave a legacy to the ones you love reflects your wishes and gives purpose to what you have accomplished in your life. Without estate planning, this likely will not happen. Having a Will is one of the cornerstones of financial and estate planning.

It is estimated that nearly half of all Australians pass on without a Will1. Without an estate plan together with a Will in place, you lose control of your legacy and it may take longer or cost more to settle your estate, where less money may go to your loved ones.

Do not let this happen to you. See us to understand your estate plan so your wishes today are not ignored.

1Wills and Powers of Attorney”, (8 September 2016), (ASIC’s Moneysmart), Available: https://www.moneysmart.gov.au/life-events-and-you/over-55s/wills-and-power-of-attorney (Accessed: 12 September 2016)

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