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Estate Planning

Estate Planning is about formally deciding while you’re still healthy how you want to be looked after if you become ill or die.  It’s about protecting your assets to maximize the inheritance for those who you love.   It’s about a fair distribution of your wealth according to your wishes.  It’s about long term planning for family members with special needs. It’s about guarding against business claims from business creditors or past relationships.

Estate planning starts with a conversation, a conversation with your financial planner, your solicitor and most importantly with your family.

Start the conversation now with your financial planner about your estate plan and protecting your family.

Book a free consultation with our Fiducian Financial Planner.

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Lindale Insurances Pty Ltd ATF Lindale Insurances Trust ABN 27 027 421 832 is a Franchisee of Fiducian Financial Services Pty Ltd, Level 4, 1 York Street, Sydney NSW 2000. AFSL 231103 ABN 46 094 765 134.

The information (including taxation) provided on this website is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement.

Disclaimer: The views expressed in this publication are solely those of the author; they are not reflective or indicative of Fiducian. They cannot be reproduced in any form without the express written consent of the author.

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