Estate planning is more than just making a will. Let the team at MBA Financial Strategists help you understand the process and give you peace of mind
Are you concerned about who will receive your assets and how these will be distributed should you or your partner die?
Estate planning is often equated to just making a will, however this isn’t the only component that we consider when we walk you through the process. We help you understand the process and make decisions about what will happen to your estate should you or your partner die. We help youto ensure that the will you have in place accurately reflects you and your family.
It’s important to make strategic decisions while you are still capable and we talk through any major life events that have happened since you last reviewed your will to ensure that it is up to date.
Changes in financial situation, acquisition of assets, purchases of property or the birth of a child all affect your estate and Will and we review these in order to develop your own estate plan. We clarify how the tax process works and who manages this for you.
We also ensure that your plan is kept up to date through an ongoing review process.
Find out more about how to create an estate plan by getting in touch with our team today.
We often don’t like to think of our mortality, but it’s a fact of life. The best way to take care of your business, family and loved ones in the...View full article
By Tony Kaye, Senior Personal Finance Writer, Vanguard Australia Transfers of accumulated wealth from one generation to the next are part and parcel of everyday life. But the next 20...View full article
Transferring a super benefit from one fund to another requires the rollover of the required amount from a member’s accumulation or pension account to the new fund. Generally, if a...View full article
It's a question most of us ask eventually: what happens to our investments when we die? The answer often depends on the type of asset you own and the structure...View full article
Calculate how much money you might have, how long it will last and how much you’ll need in retirement, with our retirement calculators Working out how much is enough for...View full article
Ensuring you have an up-to-date and valid will is a central tenet of good financial planning, so it's a little surprising that almost half1 of Australians don't have one. But...View full article