Estate Planning Advice

Estate planning is the process of making decisions about how your assets will be handled in the event of your passing, or if you become unable to manage your affairs due to mental incapacity. It’s about ensuring that your wishes are honoured, your family is protected, and your estate is managed in the most tax-efficient way possible.

As part of your estate planning, you'll need to discuss & address several important considerations, such as:

• Is your Will up to date? Make sure it reflects your current wishes and circumstances.

• Do you have adequate personal insurance? Ensure your loved ones are financially supported.

• Have you considered the tax implications? Different ways of distributing your assets may have varying tax consequences.

• Do you have a binding death benefit nomination for your superannuation? This ensures your super benefits are directed according to your preferences.

• Do you need an enduring power of attorney or enduring guardian? These legal documents can appoint someone to manage your affairs or make decisions on your behalf if you're unable to do so.

What is Estate Planning?

Estate planning is about more than just preparing for the future—it’s about ensuring that your legacy is protected, your loved ones are cared for, and your wishes are honoured when you are no longer around. Whether you’re looking to create a comprehensive plan or simply update your current arrangements, we’re here to guide you.

Secure Your Future with Thoughtful Estate Planning

If you own a business, it’s also essential to think about business succession planning, ensuring your business continues smoothly in your absence.

Start planning today for the peace of mind that comes with knowing your affairs are in order. Let’s create a plan that gives you—and your loved ones—confidence for the future.

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Estate Planning Fact Sheet

Salt and Stone Financial Planning Pty Ltd ABN 55 693 360 413, trading as Salt and Stone Financial Planning is an authorised representative of GPS Wealth Limited ABN 17 005 482 726 holder of Australian financial services license number 254544 (“GPS”). GPS is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The Information on this web page is not financial product advice and is provided for information only.