Estate planning. · Estate planning. Take care of your loved ones. 2018 - Wealth Market Pty Ltd -...

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Planning wills and inheritance is not something people like to think about, when we’re busy enjoying life. But it’s important to plan what you want to pass on. Not all assets are dealt with by a will. An estate plan considers your will, your superannuation and life insurance arrangements, suitability of family trusts, power of attorneys, minimising tax and more. A Wealth Market financial adviser working together with a specialist lawyer can help you with a plan to maximise the value of your wealth and to make sure the transfer to your loved ones will be easy for them. We can help you with: } Your will and inheritance arrangements } Nominating the recipients of your life insurance and superannuation benefits } Testamentary Trusts for children } Power of Attorney } Enduring Power of Attorney } Enduring Guardianship for medical treatment and lifestyle decisions Estate planning. Take care of your loved ones. 2018 - Wealth Market Pty Ltd - General advice disclaimer: this document has been created by Wealth Market Pty Ltd (ABN 56 128 350 112, AFSL No. 482898). It provides an overview or summary only and it should not be considered a comprehensive statement on any matter. This information has been prepared without taking account of your personal objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your specific objectives, financial situation and needs. Wealth Market Pty Ltd | Financial Services Licence Number 482898 Talk to a Wealth Market financial adviser today. 1800 011 471 | [email protected] | wealthmarket.com

Transcript of Estate planning. · Estate planning. Take care of your loved ones. 2018 - Wealth Market Pty Ltd -...

Page 1: Estate planning. · Estate planning. Take care of your loved ones. 2018 - Wealth Market Pty Ltd - General advice disclaimer: this document has been created by Wealth Market Pty Ltd

Planning wills and inheritance is not something people like to think about, when we’re busy enjoying life. But it’s important to plan what you want to pass on.

Not all assets are dealt with by a will. An estate plan considers your will, your superannuation and life insurance arrangements, suitability of family trusts, power of attorneys, minimising tax and more.

A Wealth Market financial adviser working together with a specialist lawyer can help you with a plan to maximise the value of your wealth and to make sure the transfer to your loved ones will be easy for them.

We can help you with:} Your will and inheritance arrangements

} Nominating the recipients of your life insurance and superannuation benefits

} Testamentary Trusts for children

} Power of Attorney

} Enduring Power of Attorney

} Enduring Guardianship for medical treatment and lifestyle decisions

Estate planning.Take care of your loved ones.

2018 - Wealth Market Pty Ltd - General advice disclaimer: this document has been created by Wealth Market Pty Ltd (ABN 56 128 350 112, AFSL No. 482898). It provides an overview or summary only and it should not be considered a comprehensive statement on any matter. This information has been prepared without taking account of your personal objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your specific objectives, financial situation and needs. Wealth Market Pty Ltd | Financial Services Licence Number 482898

Talk to a Wealth Market financial adviser today.1800 011 471 | [email protected] | wealthmarket.com