Planning for the distribution of your estate is a complex but necessary component of your overall financial wellbeing.

It requires much more than just preparing a will – especially if you have beneficiaries – and it may involve numerous administration requirements. However, if managed properly, careful estate planning can streamline the distribution of your legacy and protect your assets into the future.

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Important things to consider

Planning your estate may encompass the following considerations:

  • drafting a will that works
  • deciding the responsibilities of your executor
  • choosing your Power of Attorney
  • planning your successors
  • deciding on an appropriate trust
  • reducing tax liabilities.