A Financial Adviser can ensure that your assets are planned, protected, and end up where you want them.
Estate Planning
What is Estate Planning?
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Why is it important?
If circumstances change for any reason, a clear and concise estate plan allows you the ability to revise as needed, without stress.
It’s about getting organised, so if something were to happen to you, you can still take financial care of yourself and your loved ones.
It allows you to have a plan in place that can be easily followed by your loved ones.
Estate planning reduces stress and ensures that your assets end up exactly where you want them.
It’s about ensuring peace of mind for you. So you can focus more on life and what’s important to you.
Tupicoffs can help you gain peace of mind by ensuring that your estate plan is clear, comprehensive, and updated to reflect your current needs and goals.
Estate Plans Uniquely Tailored For You
At Tupicoffs, our financial advisers take a personal approach to estate planning. Everyone’s financial situation is different, and we create a plan that aligns with your specific needs, goals, and values. We know how important it is to ensure your family is financially secure in the event of the unexpected, and our expert financial advisers will help design an estate plan that provides that security, so you can focus on living your life with peace of mind.
If you’re ready to get your estate plan sorted, we’re here to make the process as straightforward and stress-free as possible. Your estate plan is a critical component of your overall financial strategy, and it works hand-in-hand with your financial goals. We work with you and your solicitor as they draft wills and powers of attorney for you, to ensure that they meet your needs.
How we can help with your estate planning:
Minimise tax obligations and ensure your assets are distributed in the most tax-efficient way possible.
Refer you to, and work with a solicitor to create a legally binding will: Draft a will that’s clear, thorough, and aligned with your wishes.
Plan for mental incapacity: Make sure you’re protected in the event of a loss of mental capacity.
Integrate estate planning with your financial goals: Understand how your estate plan fits into your broader financial strategy.
We will continuously work with you to make sure your estate plan always remains up to date and reflective of any changes in your life or financial circumstances.
Complete and thorough Estate Planning includes:
Creating a legally binding will that aligns with your wishes. (with your solicitor)
Nominating a power of attorney to manage your affairs in case you become incapacitated.
Understanding testamentary trusts and their advantages.
Navigating tax implications to protect your beneficiaries from unnecessary taxes.
Ensuring your superannuation is included in your estate planning.
With a clear and effective estate plan, you can ensure your assets are passed on to your loved ones exactly as you intend, without the risk of disputes or delays.
A solid estate plan can help you ensure that:
Your family will be financially supported after your passing.
Your loved ones won’t face legal battles or disputes over inheritance.
Your beneficiaries won’t be burdened by excessive tax obligations.
Your children will be cared for, even if something unexpected happens.
Your funeral arrangements are honoured as you wish.
You’ve worked hard for your wealth, and the last thing you want is for it to be mismanaged or lost after you’re gone.
Without an estate plan, your assets may be subject to state laws or court decisions that might not reflect your wishes. That’s why it’s crucial to have a plan in place, to avoid adding stress to your loved ones during a difficult time.