Proper estate planning ensures that your assets are passed along to the right beneficiaries and at the right time. Without this, unnecessary taxes, costly disputes and claims on your estate can severely diminish what is passed on to your beneficiaries.
Your adviser at Insight Financial Advisers will, in conjunction with our trusted referral partners, work closely with you to ensure all your estate planning needs are in place including Wills, Enduring Power of Attorneys and testamentary trusts. We will assist with binding death nominations or reversionary nominations during retirement.
Estate Planning can be very complex and expensive if it’s not done correctly so give us a call today to discuss your estate planning and family protection needs.