Whatever your age or stage of life, having an estate plan in place is important as it ensures your wishes are carried out and that your assets are distributed in the way you want. It also reduces uncertainty for your dependants and other family members. Another benefit of planning your estate is that it can minimise tax and ensure that the right people get the right assets at the right time.
Your Will is the main document that facilitates the distribution of your assets in the event of your death. If you are preparing or reviewing your Will, use the checklist below as a starting point.
Estate planning can be complicated. Call 1300 369 901 to make an appointment with an EISS Super Financial Planner who can provide you with further information about estate planning.
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