Creative Wealth Management

Wills & Estate Planning

Wills & Estate Planning

Unfortunately, Wills and Estate Planning is another area like Risk Insurance that is often overlooked and neglected by most Australians. Yet it is the vital link between one generation and the next when it comes to the transference of wealth.

At CWM, we teach our clients to think of Wills and Estate Planning as a vital piece of your financial puzzle that needs to be in place from the beginning. We aim to change the thought process of many that Wills and Estate Planning is for older people in preparation for the inevitable. The sad truth of it all is that death does not discriminate against age.

A well structured comprehensive Estate plan incorporating comprehensive Will and associated Powers of Attorney could potentially save your beneficiaries $10,000's in tax and protect your hard earned assets from loss once transferred to your beneficiaries. Asset protection from beneficiary's creditors, new spouses and marriage breakdown can be achieved through a well structured Will.