Estate Planning
Estate Planning is a vital component in any financial plan. Careful consideration and attention needs to be taken to ensure where and how your assets will be distributed after your death, this may sound like a simple process but can be quite complex and needs specialist attention.
Successful Estate Planning ensures that the correct financial structures and arrangements are in place to protect a family's interest in the most tax effective way possible now and in the future.
Halcyon Wealth Advisers aim to help you identify the objectives and goals of your estate plan and co-ordinate with a solicitor and/or an accountant to prepare a successful estate plan for you. There are various issues that need to be addressed when creating an Estate Plan.
Halcyon Wealth Advisers specific Estate Planning services include:
- Wills, Power of Attorney and Guardianship
- Enduring Power of Attorney's
- Ownership of Assets and Passing of Assets
- Administration of an Estate
- Testamentary Trusts
- Estate Planning Trusts
- Tax returns of an Estate and Capital Gains Tax
- The passing of non-estate assets such as superannuation and life insurance proceeds.
- Business Succession Planning