Many people think about preparing a will, but estate planning is more than just a will. It helps you arrange your assets so that your assets and your life savings end up in the right hands at the right time.

Estate Planning gives you peace of mind, knowing that the people you care about are looked after in the way you intended if something happens to you. You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.

How we can help

In conjunction with legal and accounting professionals Woodward Nhill can help you with:

• Ensuring your will is current and properly drafted
• Granting Enduring Powers of Attorney
• Reviewing whether a family trust is appropriate for your situation
• Identifying whether it is appropriate for you to have Testamentary Trust in place
• Finding the most tax effective manner of passing your assets onto your beneficiaries
• Reviewing your life insurance policies
• Ensuring your nominated beneficiaries are correct for your superannuation
• Gifting to charities
• Identifying the right structure to pass on the family business
• Dealing with capital losses and capital gains
• Dealing with family debts

Please contact Woodward Nhill on 1300 534 847 to discuss your Estate Planning needs.