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Looking after Future Generations

Estate planning with a difference

Looking after future generations may mean different things to different people. To some it may mean making sure their wealth is passed onto their children or to the rest of their family, while to others this may mean leaving behind a legacy and making a difference to the world in the form of a charitable donation. It can even mean that there is enough money left behind to help their children get a better education or deposit for their own home.

Whatever the case may be, having an estate plan in place gives you control over who inherits your assets and provides you with peace of mind that your family is taken care of if you pass away.

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So what does a proper estate plan involve?

Will

Will

This states who will inherit your assets when you pass away.
Power of Attorney

Power of Attorney

Gives an individual the authority to make legally binding decisions on your behalf.
Enduring Power of Guardianship

Enduring Power of Guardianship

Gives a person the ability to make medical decisions if you are unable to do so because you are mentally or physically unable to do so.
Binding Death Nominations

Binding Death Nominations

Direction given to a Trustee that sets out the persons you wish to receive your benefit in the event of death.

We will work together with an estate planning lawyer to make sure that your wishes in the end are carried out as you intended. We do this by helping you put together a Will which may include guardians for your children or a testamentary trust so that your funds are passed on in accordance to you wishes.

A Power of Attorney allows you to appoint an individual to deal with your affairs if you are incapable of making your own decisions.

An good estate plan works hand in hand with the measures you put in place when you decided to put together the protection for your family and completes your overall risk management strategy.

Taking care of those left behind

Contact Us

PHONE | 02 9888 4764
Level 11, 90 Arthur Street
North Sydney, NSW 2060
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Private Wealth Partners Group Pty Ltd trading as Private Wealth Partners ABN 70 608 839 032 Australian Financial Services Licence (AFSL) 484737 Disclaimer: This website is designed for general information purposes only and does not constitute personal financial advice. All statements made on this website are made in good faith and we believe they are accurate and reliable. PWPG does not give any warranty as to the accuracy, reliability or completeness of information that is contained in this website, except in so far as any liability under statute cannot be excluded. PWPG, their directors, employees and their representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.