Estate planning is a topic that is often put off, or not thought about. This may be because you're young, haven't started a family yet, or would just rather not think about it. Whether we like it or not, it is something that everyone needs to consider and make arrangements for.
Estate planning determines what happens to the wealth and possessions you have accumulated over your lifetime, while maximising and protecting the allocated assets for the people they were intended. It can also provide instructions or elect someone who will make important decisions, should you not have the capacity to do so yourself.
Depending on your situation, we can provide assistance for a range of services through a collaborative approach with our estate planning partners, ensuring both your interests and wishes are protected.
Our Estate Services
- Estate Planning Strategies
- Binding Death Benefit Nominations
- Asset Protection
- Blended Family Strategies
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Wills & Estate Planning
The following video demonstrates some common issues that can arise with standard wills. We recommend all our clients contemplating a will or comprehensive advice watch the video below.
Please note that the above video is created by a third party and is made available to our clients and guests as an educational guide only. The video does not constitute personal advice from Precision Wealth Advisers in any way.