At the time of the passing of a close friend or relative, to be left with a bequest, an estate role or indeed a residual entitlement to the estate can create an overwhelming sense of responsibility and sometimes stress.
Planning Partners assists beneficiaries to make investment decisions to suit their particular circumstances and financial objectives, while taking into consideration the taxation issues that arise from estate distributions.
Where a client has been appointed Executor of the Will of one of their loved ones, Planning Partners provides the necessary support to ensure that this role is carried out and completed in accordance with the wishes of the deceased.
Many Wills include the provision for the establishment of a Testamentary Trust to be enacted at the time of the Will administration. Planning Partners provides assistance to the Trustees to ensure that the Trust is administered in line with the intentions of the Will and that all fiduciary responsibilities are met.
ESTATE PLANNING ADVICE
Planning Partners provides comprehensive advice to ensure that your assets are protected and distributed in accordance with your wishes upon death. We work in conjunction with Estate Planning Solicitors who prepare formal documents including Wills and Powers-of-Attorney.
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Ground Floor, 971 Burke Road
Camberwell, VIC 3124
PO Box 8192
Camberwell North, VIC 3124