An effective estate plan protects your family members, creates asset protection and gives peace of mind. It considers your unique family circumstances, financial situation, real estate, the existence of discretionary family trusts, and details the best way forward for your family's future as well as your own.

Estate Planning - are you Getting bogged down?
Many people put Estate Planning in the too hard basket because there are too many things to think about. You don't have to get bogged down in details like who gets what because when the time comes, you might not even have those things.

Your Will is like an instruction book that tells who you want to give your belongings to and what you would like each person to receive. Your executor follows your instruction book and gives out your belongings. The persons who receive your belongings as gifts through your Will are called your beneficiaries.

Your will can appoints your executor, the legal guardian of your minor children, and shares your wishes on where and how you are laid to rest.

It's a morbid awful thought without doubt. Yet it happens, every day.

50% of Australians "haven't got around to doing their Will" and a further 25% of Australians did their Will so long ago that they don't know where it is or what it says.

This means that 75% of Australians don't have a proper Will.

Your Estate Plan ‘Health Check’ in 4 quick questions

1. Is your Will:
• Current (up to date with changes in your life),
• valid,
• comprehensive (covers all of your assets)
• protective (against challenges and loss), and
• addressing all of your legal obligations?

2. How are you gifting non-estate assets such as:

When talking Estate Planning or really, any service, the big taboo topic is price. How much does it cost and why??

How to future plan to be certain that your legacy benefits your family.

It is human nature to put things on a to-do list and "get around to it".