Estate & Succession Planning

Let your legacy live on.

You’ve worked hard and spent your whole life accumulating your wealth; and would like to know that your assets are passed to your loved one’s tax effectively.  Succession and estate planning ensure your assets, business or SMSF are passed to your loved ones most efficiently when the time comes.

Estate and succession planning are essential for the smooth passage of assets to your successors, taking into consideration tax minimization, transfer of ownership, asset protection, and the future of your beneficiaries.

Death is a part of life; We help remove fear and uncertainty around your wealth and family’s future. With a strategic estate or succession plan, you can rest easy knowing your wealth will end up exactly where you want it to.

Estate planning is specific planning to ensure:

  • Your assets pass in an orderly and efficient manner on and before your death
  • Someone can act on your behalf if you become incapacitated
  • There are guardians and financial support for your minor children in the event their parents die.

Estate planning aims to preserve your family’s wealth by distributing it to nominated beneficiaries in the most effective way. It requires a consideration of each beneficiary’s personal and financial circumstances to determine the best means of providing an inheritance without unfairly affecting the beneficiary’s existing situation. The first step is ensuring you have a current and valid will. In addition to a will, you should also think about:

  • Powers of Attorney
  • Medical directives
  • Testamentary trusts
  • Business succession planning
  • Nomination of superannuation
how can we help you?

Contact us at the Smart Wealth Financial Solutions office or submit an inquiry online.

I am exceptionally happy with the quality of the advice and service that I continue to receive from Chris. Over the years I have been impressed with his breadth of knowledge and expertise, and his ability to deliver it in a simple to understand manner.

Tony Marshall
Long term client