You want to be sure your assets are secured for the future. You’ve been thinking about this a lot recently, and lessening your family’s stress and anxiety during a difficult time is your top priority. You want to protect your assets, ensure your affairs are in order and minimise the tax liabilities your beneficiaries will need to pay when the time comes.
You want to maximise your tax savings and ensure the transition of your assets to family and friends will be smooth and handled according to your wishes.
That’s where we come in. At Here, we give you peace of mind that everything is taken care of. First, we support you when making important decisions about your estate. We then assist you to develop a legally binding plan that will address everything from beneficiaries and appropriate asset ownership structures, to tax effective planning. Plus, we can help you select a person/s to nominate as an enduring power of attorney if a time comes when you’re unable to make decisions. These choices can be stressful to think about, that's why we're here to make your load a little lighter.