Estate Planning and Wills
Providing for future generations

When you've worked hard to get where you are, you want to make sure that you and your family can enjoy the benefits. If the unforseen happens, how do you make sure your family can continue to live the way you would want them to?
 

Estate planning could be the answer. An estate plan can be one of the most financially efficient and tax effective ways of ensuring your estate is passed on to your family or any other beneficiaries.
As part of a good, comprehensive financial plan, we recommend that you prepare an estate plan. Essentially an estate plan helps protect your family from financial stress and avoid potential conflict over the division of funds and assets.

Estate planning includes the following:

A Will: If you have a Will we recommend you review it regularly to keep it up-to-date with your circumstances. We cannot advise you on inheritance laws or write the Will for you but we can advise you the social security benefits that could benefit your family after you die.

An executor of the Will: Appointed by you, this person will administer your estate after death, including distributing the assets as requested in your Will.

Power of Attorney: In the case of illness or disability, this person is appointed to make decisions on your behalf. Think about whether or not you require this and who might best suit that role.

Discretionary Trust: As part of your Will, a tax effective discretionary trust can create a source of income for an individual or group that you nominate, for example, your children.

HQ Financial Solutions can guide you through the estate planning process, including advice on personal or family debt, superannuation, your business and any business partners.

Gold Coast Estate Planning – contact HQ Financial Solutions to streamline your estate planning process and enjoy peace of mind today.