Estate Planning
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Start Estate Planning
Estate Planning means planning to deal with your affairs and estate if you are unable to do so yourself for any reason including death.
It is therefore important that you consider what would happen if you died or were unable to manage your affairs.
Areas to consider are as follows:
- Wills
- Power of Attorney
- Enduring Guardian
- Binding Nomination
- Anticipatory Direction
- Medical Power of Attorney
- Testamentary Trust
- Passing Assets Outside of Your Estate
- Ownership
- Death Nominations
- Non Estate Assets
Preparing the Legal Documentation
It is important that you get professional assistance in preparing your will. One Advisory Wealth Management works in conjunction with legal advisers to ensure appropriate coordination between insurance and estate planning. Most do not charge for the initial consultation and will provide you with a quote to prepare the documentation you require.
We will ensure that your estate planning needs are taken into consideration when we recommend a strategic solution to your investment needs.
ASK OAWM FOR AN INITIAL CONSULTATION
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