Seeking professional advice
Estate planning can be very complex and the risks involved with trying to do it yourself can exceed the savings. You want to leave your family and loved ones with a legacy you want them to enjoy.
These are the reasons why you may need to obtain advice from both a financial planner and a qualified legal practitioner.
The Australian Securities and Investment Commission website: moneysmart.com.au provides valuable information on financial planning and the importance of estate planning..
Getting the right advice could make a significant difference to how well your estate is managed and distributed after your death and could help to avoid lengthy turnarounds and legal challenges.
Make sure the legacy you leave is an enduring one.