Estate Planning

An effective estate plan aims to ensure that your assets are transferred tax-effectively to your beneficiaries..

The modern world has transformed family structures which is why estate planning is even more important than ever before. Depending on your circumstances, family situation, assets, and accumulated wealth, you may find that you need more than just a legal Will to effectively administer your estate at the time of your passing.

While Wills are created to protect your estate and the interests of your beneficiaries, jointly held assets, trust assets and superannuation are not always handled by the terms of the Will. Therefore, it’s important to seek estate planning advice on your personal circumstances.

At Nascent Wealth Partners, we understand the intricacies of estate planning and can help to structure an effective estate plan to protect your interests and those you care for at the eventual time of your passing.

To find out more about estate planning, please contact us today.