Estate Planning
When you've worked hard to get where you are, you want to make sure that you and your family can enjoy the benefits. But if the unforeseen happens, how do you ensure your family are well looked after and that your assets are handed down according to your wishes?
Some questions you may wish to consider include:
- What is estate planning? Is estate planning just about making a Will?
- What is a Will and why do I need to make one?
- What is a Power of Attorney?
- Is it true that a person's debt dies with them?
- What should I consider when I make a Will?
- How often should I update my Will?
- What happens if I don't have a will?
- What happens to my super when I die?
- As I have my own business with business partners, what happens to my part of the business if I die?
- Is there anything I can do to protect my estate?
How we can help
As part of a good, comprehensive financial plan, a Will is essential to ensure your wishes for what happens to your assets after you die are executed properly.
If you have a Will we will usually recommend you review it regularly to keep it up-to-date with your circumstances. We can't advise you on inheritance laws or write the Will for you. However, we can advise the social security benefits that could benefit your family after you die.
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BACKGROUND
McLaren Hunt Financial Planning is a regional accounting firm based in South West Victoria which provides a complete range of accounting, taxation, audit, agribusiness services, superannuation and financial planning services to individuals and businesses.
Our firm consists of over 60 talented individuals who deliver a high level professional service while striving to always be progressive, forward thinking, pragmatic and sensibly creative. Read more +
CONTACT US
199 Koroit Street
Warrnambool VIC 3280
Australia
Postal Address
PO Box 677 Warrnambool
VIC 3280
Australia
Hours
9.00am to 5.30pm
Monday to Thursday
9.00am to 5.00pm
Friday
P:
+61 3 5562 3544
F:
+61 3 5562 0689
ACCREDITATIONS
McLaren Hunt Financial Planning Pty Ltd ABN 89 141 739 246 is an authorised representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 AFSL No. 232706