Estate planning


Investwise Individuals Estate Planning

Estate planning provides you with peace of mind that your affairs will be in order if you become incapacitated or die unexpectedly.

The components of an estate plan will vary according to your personal circumstances. Every estate plan, however, has the same aim: to ensure your wealth is managed and transferred according to your wishes in the most financially and tax efficient way.

Why should you consider estate planning?

  • To help ensure your wishes are met and recorded in a legally valid and binding document, free from ambiguity
  • To help protect your estate of unforseen circumstances, such as marriage break up
  • To help you provide for and protect loved ones with special needs, including young children
  • To help minimise adverse Social Security impacts
  • To help minimise the impact of tax on the transfer of assets
  • To help ensure income derived from those assets is also tax efficient
  • To help give you peace of mind knowing that your affairs will be managed should you have an accident or suffer from an illness or incapacity, by someone you trust and have chosen to perform this role