Estate planning - why is it important? | Gold Coast, Tweed Heads and Springwood
Planning for the future shouldn’t just cover how your money is managed today, but also afterwards, when the wealth you have accumulated is left to your estate. Sue Cavill, Financial Planner can guide you across every life stage to help you develop, and maintain, an estate plan that continues to remain in line with your wishes.
Estate planning can be a complex area with important tax and legal implications, and taking a do-it-yourself approach can be risky. That’s why it makes sense to speak with Sue Cavill, your local Financial Planner on the Gold Coast to ensure you have an appropriate estate plan that addresses your wishes.
Estate plans shouldn’t be “set and forget”
As part of an ongoing relationship, Sue Cavill your local financial adviser can help you identify when the changes in your circumstances mean that it would be appropriate to review and update your estate plan.
Marriage, separation, divorce, and the arrival of children are all typical events that can trigger some fine-tuning of your estate plan. Other significant events that might trigger a review would be when you buy or sell a major asset.
Find out why Estate Planning is so important!
Estate planning encompasses a range of aspects – and there are benefits to be had now from reviewing your estate plans, as well as significant upside in the future when you take steps now to help avoid tension and misunderstanding at what will already be a difficult time for your loved ones.
Some key aspects include
- Making a will
- Appointing an Executor
- Organising a power of attorney
- Child guardianship
- Taking care of your super and
- Much more
We would love to help you
Contact Sue Cavill, your local Financial Planner on the Gold Coast to ensure you have an appropriate estate plan that addresses your wishes - on 07 5518 8615.
Servicing: Tweed Heads, Currumbin, Springwood, Underwood, Rochedale, Loganholme, Carbrook, Elanora, Palm Beach, Kingscliffe, Palmwoods and surrounding areas.