Protect your bequests with estate planning

With an estate planning strategy, you’ll have peace of mind that, in the unfortunate event of your death, the right people will benefit from your legacy.

Estate planning ensures your financial assets will meet your family’s needs at the right time, in the right way and as tax-efficiently as possible.

You may assume that if you have a legal will, its terms will be honoured when you pass away. Today, societal changes see new family models emerging and it’s common for wills to be contested by other people who believe they have a legitimate claim.

It’s essential that people make legally binding arrangements for the distribution of their wealth and assets. This shouldn’t be ignored or put off for another day. Take action now to ensure the people you love dearly, or organisation you support wholeheartedly, receives your bequest.

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Protect your wealth for those who matter most

We understand that transferring assets and wealth to the next generation can be worrying. Your advisor at Nexus will help you consider all of the issues surrounding your estate plan. This includes finding the most effective ways to distribute your wealth and ensure clear strategies are put in place. Our advisers can help you create measures to protect beneficiaries who are children or who have special needs or prevent ex-partners from becoming beneficiaries. We can also help you structure your affairs so that loved ones take priority over creditors, banks and the ATO.

There may be some action you need to take now to get the best possible outcomes for your beneficiaries. We have collaborative arrangements with solicitors, accountants and other service providers, conveniently bringing all the experts together to create your estate plan.

What will happen to your superannuation?

Did you know that your superannuation is not covered by your will, and will instead go to the beneficiary you nominated when you first entered the superannuation fund? Even if you’re confident you’ve correctly nominated your beneficiary, you might not realise that this nomination usually lapses every three years.

Nexus can help you identify issues like this and build a strategy that helps ensure your wealth is distributed as you wish. Contact our team at Nexus today to arrange a consultation.

Need more information? No problem.

A short phone call is all it takes to find out how our advice can help you improve your financial position.

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