Estate Planning

Estate Planning

Sallis Financial Planning’s Estate Planning services offer peace of mind.

The purpose of Estate planning is to give peace of mind that upon death your assets are distributed in accordance with your wishes and in the most tax effective way.

The basics of Estate Planning are to ensure you have a minimum of an appropriate Legal Will and Enduring Power of attorney.

From here it can become more complex to ensure you have the appropriate structures in place to accommodate your wishes in the most tax effective manner.

You will need to consider the impact of tax for non-dependants (this includes any adult children).

You wish to protect your assets as much as possible in the event of relationship break-down or if you are the surviving spouse.

An Enduring Power of Attorney is also worth considering to assist with decision making in the event of mental incapacity.

Sallis Financial Planning can assist your needs in this area and include the assistance of our alliance law Firm.

Contact Kevin or Matt today to book your consultation and find out how they can help you find peace of mind with your Estate Planning needs.