Estate planning, expert advice. It's very important you have an Estate Plan as an integral part of your financial planning strategy but Estate Planning issues can be quite complex.
Our role is to ensure that your assets pass to those whom you intend, in the most tax effective manner.
We're here to help:
- Do you have a will in place and does it reflect your current circumstances?
- If you have a will, have you reviewed it in the past 3 years?
- Did you know your superannuation does not automatically form part of your estate?
- Is your will designed to maximise protection of your capital?
- Have you appointed an Enduring Power of Attorney to protect against illness or accident should you be unable to handle your own affairs?
- Do you know what happens to your estate if you don't have a will?
REES FINANCIAL PLANNING IS AN AUTHORISED REPRESENTATIVE OF INTEGRITY FINANCIAL PLANNERS PTY LTD Australian Financial Services Licence Number 225051
www.iplan.com.au
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