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Taking care of your children.

If you have children, chances are you want to make sure they are looked after in the future. We can help you formulate a plan for managing wealth for the next generation to give you peace of mind.

As an All Financial Services client you have access to our Estate Planning service that helps you put a plan in place for the future. You will have the peace of mind in knowing your loved ones will be well looked after should anything unexpected occur.

Why is estate planning important?

• You can ensure there’s a plan in place to look after your loved ones so that your family’s future is secure.
• You can establish a structure to ensure children are taken care of with their inheritance invested for the future.
• Your wishes are recorded in legally valid and binding documents, free of ambiguity to eliminate any stress for loved ones.
• Dying intestate (with no valid Will) makes your estate difficult to manage, costly and it can be a stressful process for your loved ones to resolve at a difficult time.

What does estate planning include?

• To determine your beneficiaries and the best structure to suit your purposes.
• We will also talk to you about appointing Guardians for any children who are minors or Executors.
• We can also help you appoint a Power of Attorney if suitable to your needs.
• Your Will could also include arrangements for specific gifts or donations.
• We will also help you with establishing trusts to help protect your assets, or for specific purpose (such as paying for your children’s education costs).
• We can also explore taxation advantages and asset protection strategies to ensure that you have the best financial structure in place to suit your needs.

How we can help

All Financial Services works along side Australian Executor Trustees and you by:

• Giving you access to a qualified adviser to brief Australian Executor Trustees on your current situation and needs
• Your professional financial adviser will also attend the meetings you have with Australian Executor Trustees to assist you in getting the outcomes you desire
• We will co-ordinate your estate planning documents and we can also act as a witness on important documents.