Estate Planning

In the event of unexpected illness or death, secure your family’s future with estate planning.

Estate planning is more than just the distribution of assets - a comprehensive estate plan can also nominate a person to make financial decisions on your behalf if you are no longer able to, appoint a legal guardian for your children (if applicable) and give you the peace of mind that your family will be provided for in case something happens to you.

Estate planning services offered by Allied Wealth include:

• discuss the issues
• determine the client preferences
• talk about the beneficiaries of both Super and Insurances
• assist a client in arranging wills and beneficiaries etc 

Estate planning is the proactive management of the issues around wealth passing from one generation to the next. The objective of the estate plan is to make it as easy as possible to divide your assets and avoid any unnecessary confusion and conflict, decide upon a legal guardian for your children if necessary and minimise tax liabilities.

When considering the right estate plan for your financial needs, the complexity of the estate plan will depend on the size and number of your assets, the number of beneficiaries and whether they have any special needs and if strategies are need to help you maximise the value of the estate by reducing taxes and other expenses.

Creating an estate plan allows you to take a clear role in division of your estate and provision of your family and provides you with a clear of understanding how your estate will be managed upon illness or death. To speak to a financial advisors in Sydney about estate planning, contact us today on 1300 886 149 or fill out our contact form.

Allied Wealth is far more than a Sydney Financial Planner firm. We offer professional advice about financial services, retirement planning, self managed super funds, commercial property finance and property investments. We have the expertise and experience to guide you to financial freedom.