Is Your Estate Planning Still Right For You?
Make Sure Your Will, Power Of Attorney, Enduring Guardian & Your SMSF Binding Death Nomination Are Up To Date.
The start of a new financial year is a good time to check something most people tend to put off - their estate planning.
That means making sure you have the right documents in place and, just as importantly, that they still reflect your current circumstances.
Depending on your situation, that may include:
An Enduring Guardian Appointment
A Binding Death Benefit Nomination For Your SMSF Superannuation Fund
These documents are easy to forget about once they are signed.
But life changes.
Relationships change. Families change. Assets change.
People move, retire, separate, marry, have children or simply change their mind about who they want making decisions for them.
Your estate planning should keep up.
A Simple Review Can Prevent Problems Later
You do not need to wait for a major life event before looking at your documents again.
A straightforward review by our experienced lawyer Paul Ippolito here at Crows Nest office can identify whether anything needs to be updated and help avoid unnecessary uncertainty, delay or disputes later.
If you have never put these documents in place, there is no better time to get them sorted.
Get It Done And Get On With Your Life
Estate planning is one of those jobs people often know they should do but keep pushing further down the list.
Once it is done properly, you can put it behind you and get on with everything else.
Contact Us
If you need to make or update a Will, Power of Attorney or Enduring Guardian appointment, or simply want to know whether your existing documents are still suitable, contact us to arrange an appointment.
