It is not easy to talk about end-of-life subjects like wills and estates. However, with the increasing complexity of family units, estate planning is an integral part of your overall financial plan.
Areas of advice can include:
Implement a plan so that upon death or incapacitation you get the right assets to the right people at the right time. This includes working with a solicitor to establish Wills, Power of Attorney and Testamentary Trusts.
Ensure that beneficiary nominations are set up for any non-estate (super and insurance) assets so assets are tax-effectively distributed.