Create and preserve your family story for multiple generations.
More than just a will
Estate planning is often associated with dying and the need to prepare a will. But there’s a lot more to it than that.
It is also about the legacy that you’re working to create and providing contingencies to address variations to your “Plan A” that life is likely to throw your way.
It’s the pre-cursor to any financial plan and a comprehensive tool for preserving the material elements of a life so that you have peace of mind, no matter what life holds for you or your family in the future.
A well considered estate plan will protect and transition your family’s assets according to your express wishes. It will encourage you to think about life behond the horizon and prepare your beneficiaries for their inheritance while you’re still alive.
“I am prepared for the worst, but hope for the best.”
A tricky area, traditionally located right in the middle of no-mans land
Estate planning is an area that’s situated somewhere between the traditional roles of Lawyer, Accountant and Financial Planner, so it can be neglected or completed poorly.
I have provided estate planning services as an accountant, estate planning consultant and now “real life financial planner” and am confident that it’s an essential foundation for any comprehensive financial plan.
How do you know if you need a real life estate plan?
If any of the following apply to you, then it’s likely that you may need real life estate plan:
- You care for your family and do not wish to leave a mess behind;
- You have concerns about how your beneficiaries are going to be able to manage their inheritance;
- You do not have a succession plan for your business
- You wish to successfully transition your wealth to the next generation in a safe and tax-effective way.
Book a call
with Geoff Ivanac to find out whether Real Life Estate Planning is right for you.
Find out more about Real Life Estate Planning
by downloading our ebook, Why do you need a Real Life Estate Plan?
General Advice Warning: Any advice on this site is general advice only and does not take into account the objectives, financial situation or needs of any particular person. It does not represent legal, tax, or personal advice and should not be relied on as such. You should obtain financial advice relevant to your circumstances before making any decisions.