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PROTECT YOUR WEALTH

Estate protection

Your personal Estate protection plan is a "blueprint" outlining your objectives for your Estate. Estate planning is more than just having a Will, particularly where you may control a business, company, family trust or self-managed super fund. It is about protecting your wealth and your family.

A well thought out estate protection plan, transitions the right funds into the right hands, at the right time if you were to pass away.

Family Estate Protection

Estate planning is the process of recording your decisions on how you want your assets distributed after your death. The burden of taxes, legal and accounting costs that arise upon death can be minimised with forward planning. Arranging your estate in an efficient manner before you die saves your loved ones much heartache in their time of grief.

Having trouble understanding important Estate terms? Why not brush up on your legal estate terminology by downloading our helpful Estate Terminology document.

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Advance Health Directive (AHD)

An Advance Health Directive is a document designed to give instructions on your future health care if for some reason you were incapacitated and unable to make a decision. By completing an AHD, you can make your wishes known before this happens.

To download the Advance Health Directive form, please click on the link below.

Advance Health Directive Form

For further information, please visit the Queensland Government website on Advance Health Directive through the link below.

Queensland Government - AHD Information

 

Benjamin franklin

"An investment in knowledge pays the best interest."

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