The right money in the right hands, at the right time

“What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others”- Pericles

Conducting your estate plan is not about “doing your will”. Completing your estate plan is about designing your legacy. Do you want your legacy to be thoughtful, considered, flexible and caring? What does it currently look like? Designing your Estate plan is about ensuring the security and certainty of the future of your family and business.

The first question a lot of legal practitioners ask is “how do you want your assets divided?” taking a current world view. We begin by discussing “if something was to happen to you, what would you want to provide and to whom?” This takes into account future wishes, hopes and dreams for those you want to provide for.

It is not about dividing the pie. It is about carefully selecting and preparing the ingredients for the right sized pie, lovingly baking it and making sure everybody who you want to share with, gets the right amount. And NONE of it is wasted.

You have heard about beginning with the end in mind, well this is dealing with the ultimate end. Whether you believe it will happen to you or not, death has a very good strike rate.

But what about other misadventures? What if you cannot manage your own finances? What if you cannot act for yourself and need an important medical decision made. One that could affect you for the rest of your life. Who would you want to make these decisions? Who do you want to raise your children? How confident are you that these people will be able to do so?

At Today Advice we speak with you about designing your legacy to ensure that we increase harmony, increase certainty and increase choices for all involved. This can only be done in advance of tragedy striking.

We look at strategies to ensure you have the right people nominated to act for you and ensure your wishes are adhered to. 

We have experience in and are extremely well versed in Estate Plans that focus on asset protection, tax minimisation, blended families, charitable trusts, protective trusts and business succession agreements. We facilitate the process from initial discussion, right through to signing the final documents.

Estate Planning Directory

To document the process and assist with the collation of your information, we provide you with an Estate Planning Directory. This holds all of the important information and documentation along with estate funding details, and information for your executors/attorneys.

This is available for separate purchase if you have already completed your plan.

Contact us for a complimentary, no obligation review of your existing Estate Plan.

“What makes greatness is making something that lives after you”- Ralph W. Sockman