Are your family secure financially should something happen to you?
Do you have a Will or Financial or Medical Power of Attorney prepared? Have you thought about who would be responsible for your children’s upbringing should both parents die? Have you accounted for such events within a Will?
Did you know that your superannuation does not form part of your Will? It is a separate legal structure and as such, unless there is a current binding death nomination in place, the distribution of your superannuation benefits will be at the discretion of the Trustees. Are these things you have considered?
ARA has an arrangement with a law firm in Melbourne to assist in providing our clients with Estate Planning solutions. Arthur Roe specialises in this area and can provide some great solutions to situations to ensure your future is protected as well as consideration to tax effective estate planning are contemplated under all circumstances.
This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.