Planning your financial future doesn't end with super.
An estate plan provides you with peace of mind and helps avoid potential complications for your beneficiaries.
A good estate plan can:
Key documents of an estate plan can include:
Once you’ve created an estate plan, you should continue to review it on a regular basis, particularly when an important life event occurs:
Each of these events can be life-changing for you and for your family and should prompt you to think about your estate planning needs and objectives. Estate planning is an important part of your overall financial plan and shouldn’t be left until it’s too late.
Tasplan financial planning can help protect and grow your wealth for the benefit of your loved ones. If you’d like to make an appointment to discuss estate planning, call us on 1800 005 166 or email firstname.lastname@example.org.