Estate Planning Advice on the Sunshine Coast

MAHER DIGBY securities - Estate PLANNING  

We will help you to ensure your investments are distributed as per your wishes upon your passing. It is vital that your Will is current, outlining your beneficiaries and any other wishes. Without a Will, your Estate may be passed to the Public Trustee for management with added costs, time delays and be open to contestment by your relatives for beneficiary rights.

We also recommend having an Enduring Power of Attorney in place which designates who can sign on your behalf if for some reason you are not able to do so yourself. Both your Will and your POA are legal documents that can be done with the guidance and support of your solicitor.

We will assist in managing the transfer of your Estate to your deemed beneficiaries. On your passing the last thing you want is complexities and complications left for your beneficiaries to figure out on their own. Having no clearly defined plan and statement of your wishes is a costly mistake for your Estate with increased solicitor and administration fees and significant delays to the dispersement of your assets.

Maher Digby assist with a clearly defined plan for your investments with us, in regard to your Estate. We also have a very personal approach in assisting your beneficiaries in accessing, understanding and completing any required paperwork for the transfer of your Estate. This becomes relatively simple if passing to your partner, and though a little more paperwork required if passing to family members, with a clear plan can be managed in due course.

For a helpful Estate Planning checklist and commentary you can review this  Estate Planning Guide .

Even though your Superannuation is not part of your Estate, there are options, through utilising a binding nomination, that can ensure your investments are passed to a family member, or your Estate. Without a binding nomination your superannuation will pass to the Trustee of your superannuation fund to be dispersed at their discretion. We can make arrangements for a binding nomination to be put in place to direct your wishes for any superannuation portion of your portfolio.

There may be a time during the course of your relationship with Maher Digby that you or your partner needs to transition into Aged Care accommodation. We provide simplified guidance for our clients in order to produce the best outcomes in regard to their finances should Aged Care be required. For a useful reference you can view this Guide to Aged Care  - this guide contains relevant information and thresholds current as at 30th June 2020.

To be in touch with us, send your question via the form to the right here, or phone us directly.
Please ask about our complimentary initial consultation.