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Estate planning

Estate planning is much more than simply having a will.

Estate planning is different for everyone, especially in today’s modern environment of more blended families. It involves developing a strategy to deal with your assets and investments when you pass away.

However, done properly a robust estate plan will protect your assets and ensure your wealth is transferred smoothly, tax effectively and according to your wishes.

Planning for our own demise is not the most exciting task to consider. That's probably why so many people bury their head in the sand and neglect this critical piece of future planning.

But the aim is to provide peace of mind for you and your loved ones, ensuring that your assets are passed on to your beneficiaries in the most simple and effective way and in accordance with your wishes.

Not having an up to date estate plan can mean you unnecessarily leave your family and loved ones a mess at best, and at worst, chaos.

Do you realise not having the correct documentation risks your wealth falling into the wrong hands, incur tax liabilities and unnecessary legal bills.

And things get even more complicated if you have a blended family as so many of us do today.

We've found many individuals tend to focus on the aspects of finances that affect them during their lifetime and procrastinate about making decisions for their estate. However, failing to put an effective estate plan in place can be costly to your beneficiaries and cause friction if some feel they were unfairly disinherited by your inaction.

Why not make appointments with our estate planning team, and make sure that your estate plan is customised to suit your needs and those of your beneficiaries.

Click here now and we'll get in touch with you and organise the next steps.

By the way...estate planning is not only for when you eventually pass away, it also covers you if you lose your mental or physical capacity.

You can't assume your assets will end up in the right hands. They may not necessarily automatically go to your spouse or children.

In fact there are a number of assets which may not automatically form part of your estate at all. Things such as:

  • Joint Assets
  • Assets held in trusts or companies
  • Superannuation
  • Life insurance policies

 

When reviewing your estate planning, some of the questions we will ask you are: 

  • Do you own assets held in a company or trust structure?
  • Are you a director of a company or a partner in a partnership?
  • Is your will up to date?
  • Do you have enduring powers of attorney?
  • Do you have adequate life insurance?
  • Do you have any superannuation death benefit nominations in place?
  • Do you own assets jointly with somebody else?
  • Do you have dependants with special needs, minor children, step children or adopted children
  • Do you have a former spouse?

Please click here now and organise an estate planning consultation with us so we can review or update your estate plan.

Having an estate plan ensures:

  • Your wishes are clearly articulated and documented
  • Your assets are held effectively for asset protection and tax efficiency
  • Your assets and needs will be properly managed by someone you trust if you suffer mental incapacity
  • Your estate will be effectively transferred to your family in a tax-effective manner
  • Those left behind will not have to deal with a mess and there are no unnecessary delays in the administration of your estate
  • Assets that are not included with your will are properly managed and end up in the right hands
  • Tax effectiveness for the estate and the family
  • Challenges to your estate may be nullified

Please click here now and organise an estate planning consultation with us so we can review or update your estate plan.

When you sit with us and plan your future, working closely with legal advisors where appropriate, we will help you with:

  • Establishing a will
  • An Enduring Power of Attorney – which authorises someone to act on your behalf should you become physically or mentally incompetent to handle financial matters.
  • Testamentary trusts
  • Charitable trusts
  • Asset protection
  • Beneficiary advice.
  • A Binding Death Nomination or a Memorandum of Wishes – for your non-personal assets, such as superannuation or assets held in trust or company.
  • Medical directives are also referred to as “living wills”.
  • Personal details - which is a non-legal document that may accompany your will to express your personal thoughts and directions


The Benefit to you:

You’ll feel so much better when you’ve set things up to pass on a legacy. Death is a fact of life, but far too many people don’t prepare for it financially.

We all spend a lifetime building assets, so it makes sense that after we’ve gone that our wishes are known and our wealth is passed on to the people who meant the most to us when we were alive.

Why not ask us how we can help you leave a legacy and pass on your wealth – just click here

Relevant case study

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Friday, 26 April 2019 / Published in Uncategorized
Australia is an entrepreneurial country of more than two million small businesses. Perhaps it’s our “give it a go” attitude that sees so many of us decide to take control of our financial futures. Of course, without small businesses, our economy wouldn’t exist given some 97 per cent of all businesses are classified as ones
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Friday, 26 April 2019 / Published in Case studies
There are a growing number of people in Australia wanting to create wealth by undertaking a  small property development. Unfortunately, many people attempt it when they don’t have the knowledge or the know-how, and they end up financially worse off than they were before. Others, while clearly capable of managing the project, don’t set up

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My real challenge before meeting with Ken Raiss from Metropole Wealth Advisory was getting good tax and property advice from other professionals that I had previously met with. I was after and needed help on my complex tax and property development matters.

I had previously been looking at different organisations but found it difficult to find the right person who had the understanding and expertise to help me in my situation. I was hearing the same thing from advisers I was seeing.

I wanted to engage in an organisation that could teach me something new and give me good solid advice on the more complicated issues, and grow and protect my business.

I initially came across Ken by listening to his podcasts. I liked what I had heard and decided to contact Metropole Wealth Advisory.

After I met with Ken I was impressed. I was able to get very helpful advice – some new strategies that I had never heard of before. I feel I now have direction. I feel I have learned a lot from Ken and have a clearer understanding of where I need to go moving forward.

Paul M.

Book a consultation with Ken Raiss

and formulate a Strategic Wealth Plan for you, your family or your business

Metropole Wealth Advisory Pty Ltd is a multidisciplinary business that provides a number of services including Tax, Asset Protection, Structuring, Strategic Planning and Financial Services. Ken Raiss and Metropole Financial Planning Pty Ltd is only authorised by Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL No. 236523 to provide Financial Services only.

Ken Raiss

​​​​​​​Director of Metropole Wealth Advisory

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