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Estate Planning

What is Estate Planning?

After more than 20 years working with clients who have lost loved ones, the best definition of Estate Planning is as follows:

  • The right money;
  • The right information;
  • The right documents; and
  • The right guidance, to the right people, at the right time.

We know from experience that clients who fail to get this area in order, experience significant distress and, in many cases, substantial financial loss or hardship.

Our experience has seen even the simplest of Wills costing an estate thousands of dollars due to poor planning and consultation.

One example was Jim & Betty. Jim & Betty just wanted simple Wills. They left the two properties and investments to each other and if they both died it would go equally to the 5 children. What they did not realise is that the children had different ideas. One of the boys (Sam) wanted one property and one of the girls (Jill) wanted the other. The other 3 siblings were happy to share the investments. What resulted was that Sam and Jill each had to purchase the balance of the property from their siblings resulting in unnecessary stamp duty and taxation costs.

The EnVision Partners Estate Planning For Life process makes sure your family is as well prepared as possible.

It is our fervent hope that by investing a few simple hours over a week or two you can ease your family’s journey through those most painful and common of experiences – illness or death.

For the inevitable life event,
Don’t let things end in crisis,
Be ready to celebrate life.

Don’t wait until it’s too late. Contact EnVision Partners for a free consultation today.

Sourced from The bugger went and died on me and … I Don’t Know What To Do! by Gil Gordon

This publication is issued as general advice. The contents are not a substitute for specific advice and should not be relied upon as such. Accordingly, whilst every care has been taken in the preparation of this publication, no responsibility is accepted for persons acting on this information.

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