Generations Personal and Professional Financial Advice WodongaFinancial Services Partners

Estate Planning

There is an old saying that the only two things certain in life are death and taxes.

However, Estate Planning is a topic that many people don't like to think about, but we spend a lot of time and energy in our lives building assets, so doesn't it make good sense to spend some time addressing what happens to what you have accumulated when you do die?

Estate planning is not just about you. It is about making sure that your partner, your children and grand-children are able to manage their finances and inheritances to maximise wealth across your family's generations. Importantly, it's also about making the transfer of assets to your intended beneficiaries as smooth as possible.

Not all of your assets necessarily form part of your estate. Superannuation usually doesn't and life insurance policies possible will.

As your Financial Planner we can assist you in understanding superannuation death benefits, beneficiary nominations and insurance policy ownership structures.

We can also advise you on whether or not you have enough or even too much insurance!
Importantly, we will work with you and your solicitor and accountant to ensure that you receive high quality advice to make sure that your estate plan is structured in the most appropriate manner. If you do not have professional advisers in these areas, we can even arrange an introduction to a qualified Solicitor and an Accountant who will be able to help you.

Having a sound Estate Plan in place provides certainty that your loved ones are provided for with the least amount of fuss - some time spent now can save a lot of heartache and costs for those you will one day leave behind you. Remember that your Will is arguably the most important document that you will ever sign, as it gives away everything that you own, so it is worth putting some serious thought into and obtaining professional on.

Estate planning is not just about you. It is about making sure that your partner, your children and grand-children are able to manage their finances and inheritances to maximise wealth across your family's generations.

Importantly, it's also about making the transfer of assets to your intended beneficiaries as smooth as possible.
Graham Jenkin will work with you and your solicitor and accountant to ensure that you receive high quality advice to make sure that your estate plan is structured in the most appropriate manner.
Graham is one of a select number of Certified Financial Planners ® and the only one in the Albury Wodonga region who holds the specialist Accredited Estate Planning Strategist® designation, making him well credentialed to begin the estate planning process with you.

If you do not have your own professional advisers in the areas of estate and tax planning, Graham can arrange an introduction to a qualified Solicitor and an Accountant who will be able to help you implement your strategy.
Having a sound Estate Plan in place provides certainty that your loved ones are provided with the least amount of fuss - time spent now can save a lot of heartache and costs for those you will one day leave behind you.

Don't let your family pay the price for your lack of planning.
Make an appointment
to talk to Graham today or visit our page on Estate Planning for further information. 

Our Services

Financial Planning incorporates a number of different designations and broadly includes:

 

The information within is general advice only, prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to products mentioned before making any decisions. For Australian residents only.

Graham Jenkin and Megan McGrath Authorised Representatives of Financial Services Partners Pty Ltd (ABN 15 089 513 587 AFSL 237590)
Nilmar Pty Ltd (ACN 122 436 891) as trustee for Generations Unit Trust (ABN 16 990 501 129) trading as Generations Personal & Professional Advice is a Corporate Authorised Representative of Financial Services Partners Pty Ltd (ABN 15 089 512 587 AFSL 237590).