Estate Planning

Estate planning is perhaps the most difficult of life tasks.  How do you start talking to your loved ones and planning for your passing or in the event that you become physically or mentally incapacitated?  But it makes sense - you have spent a whole life building your wealth, shouldn't you have the say in what happens to your assets toward the end of your life?

 

It is a difficult and sensitive topic and one Harvest Wealth can help you with. 

Common questions to consider

  • Who will be covered in my will?

  • Who you would like to be the executor of your will?

  • Who will make your financial and lifestyle decisions if you can’t?

  • What are your wishes for care if you can’t look after yourself?

  • Are your super beneficiaries current?

  • What is your plan for your family if you can’t care for them?

  • Who will have power of attourney if you are unable to make decisions for yourself?

  • Do you want to be, or are you already, registered as an organ donor?

  • Do you have specific instructions for your funeral arrangements?

  • How do I talk to my family about finances?

  • What will happen to my super and insurance if I die?

 

How we can help

We can:

  • Making recommendations based on your goals and circumstances.

  • Helping you commence these discussions

  • Assisting you with your estate planning

  • Assist with ensuring beneficiaries in place for your super and insurance

  • Refer you to other professionals to assist

 

 

Disclaimer:

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.