Estate Planning
Estate planning involves considering the future management of your affairs should you become unable to manage them for yourself. Comprehensive estate planning involves reviewing and documenting your total financial position and future wishes. This is an extremely important part of your overall wealth management plan and can be a very complex, difficult and expensive process.
Depending upon the client’s circumstances, estate planning may involve some or all of the following:
- Wills
- Enduring powers of attorney
- Superannuation nominations
- Review of trust and company structures
- Review of asset and liabilities ownership
- Asset protection plans
At Acumen, we have streamlined estate planning by including it as an intrinsic component of your overall wealth plan. By using our in-house task management system, we have managed to reduce the costs and complexities involved in this crucial area and make it a lot easier for our clients to put an effective estate plan in place.
