Secure Your Legacy with Estate Planning Advice in Melbourne
Plan now to protect your loved ones and your assets with peace of mind. Is your will up to date If not, you could leave the people you care about and the assets you've worked so hard to build unprotected. Avoid handing over control of your estate to others. Instead, speak to a specialist adviser from the ActOn Wealths Melbourne estate planning team. Let's make sure your wishes are honoured and the right people are cared for as you intended. Look after those you love with a carefully crafted estate plan.
Estate Planning Advice: Secure Your Legacy
Dying without a will means dying intestate, leaving specific laws to determine how your wealth is distributed. A comprehensive estate plan protects your assets, provides for your family, and ensures clarity in the event of incapacity or death. Proper planning also addresses nonestate assets such as superannuation, life insurance, jointly owned assets, and assets in trusts or companies. With the right advice, you can feel confident your loved ones are protected.
- Maintain control over who inherits your assets.
- Minimise tax liabilities on your estate so beneficiaries are not burdened with debt.
- Reduce the chances of successful challenges to your will.
- Ensure your estate is managed as you intended not by others.
Estate Planning Services Made Simple
We make the process easy and seamless at ActOn Wealth. We view estate planning as an integral part of your overall financial strategy. Our estate planning experts take a holistic approach to ensure you feel secure about your financial legacy.
Our specialist advice includes:
- Wills: Ensuring your wishes are documented clearly.
- Enduring Powers of Attorney: Appointing someone you trust to manage financial and legal matters if you cannot.
- Medical Powers of Attorney: Granting someone authority to make healthcare decisions on your behalf.
- Testamentary Trusts: Offering flexibility and tax advantages for your beneficiaries.
- Binding Nominations: Directing superannuation benefits to your chosen recipients.
- Tax Implications: Structuring your estate to minimise tax burdens.
Estate Planning Mistakes
An estate plan outlines how your wealth and assets will be preserved, managed, and allocated in the event of death or incapacitation. More importantly, it's a way to ensure that your loved ones are cared for and your wishes are honoured after you are gone. While it may be difficult to think about, creating an estate plan is essential if you want to leave everything and everyone taken care of, just as you intend.
Why is Estate Planning Important?
Estate planning is of utmost importance in securing your finances and safeguarding the well-being of your loved ones. It involves creating a comprehensive plan to manage and distribute your assets after your passing, as well as addressing legal, financial, and medical matters.
Why You Must Have a Will and Power of Attorney
We realise it can be uncomfortable for anyone to organise their Will or Power of Attorney. However, failing to do so may leave loved ones grieving and burdened by unnecessary administration. So, it may seem confronting and morose, but establishing a Will and Power of Attorney is the right thing to do for your loved ones and the assets you've built.
Contact Melbournes Best Professional Estate Planners at ActOn Wealth
Our estate planning services combine specialist expertise with personalised advice to ensure every detail is handled with care. Speak to a member of our team today and discover how straightforward securing your financial legacy can be. Schedule a no-cost, no-obligation consultation now. Don't wait to protect your loved ones and secure your legacy today.
Contact Acton Wealth today and take the first step towards peace of mind.
