Estate Planning

The importance of estate planning

Estate planning is not just something you do in your latter years. Anyone with financial assets and relationship or family responsibilities should organise their affairs. Having a plan in place can reduce the emotional and financial burden on your family in the event of your death or the loss of your legal capacity to make decisions.

Estate planning is about developing a plan to shift financial wealth, both while alive and after death, to individuals and/or entities in a manner that is:

  • in keeping with the wishes of the you as the asset owner
  • to those parties that you want to leave assets to
  • optimised with regards to statutory obligations, familial responsibilities, taxation consequences and personal wishes and desires.

The Paradigm estate planning service

Through our estate planning service we will co-ordinate the creation and/or review of your estate plan so that it remains in line with your wishes. We will manage any required input from solicitors, accountants and other professional service providers across both estate and non-estate assets (such as superannuation or family trusts) so that your estate plan captures the totality of your financial position.

Our service is designed to give you peace of mind and the comfort of knowing that the right assets will go to the right people in the right amounts at the right time, with the minimum possible acrimony and tax impact.

If you would like more information about our estate planning service please contact us.