Why is Estate Planning important? It is inevitable that at some stage in your lifetime you will be confronted with either yours, your partners or another family member or friend’s incapacitation or death. Having the appropriate arrangements in place can help to minimise unnecessary taxation or delays in the transfer of wealth from one family member or generation to the next.
Our advisers work with you to advise on the most appropriate structures, beneficiaries and legal documentation. Everything from the use of testamentary trusts, discretionary family trusts, wills, powers of attorney, superannuation and life insurance strategies can all be used to ensure that you and your family members are looked after in the unfortunate event of disability or death.
We can work with your trusted legal adviser or can introduce you to one of our panel lawyers to ensure that the appropriate documentation is correctly drafted and executed.
Authorised Representative No. 416387
Joel is the founder and CEO of UGC.
He is a licensed financial advisor with 15 years experience assisting clients grow, manage and protect their wealth.