Estate Planning

Perth's Estate Planning experts

Estate Planning is more than just formulating a Will, it provides specific details about how your estate should be dealt with in the event of your passing, and is important if you have significant assets and the circumstances of your beneficiaries require trusts within your Will.

Estate Planning is essential if:

• Some of your beneficiaries have additional needs and are vulnerable.
• You have a self-managed superannuation fund, private company or if your investment or business structures are complex.
• You can see that your beneficiaries could be advantaged by minimising the tax liability of your estate through superannuation or trusts.

Lifespan Mortgage Services can give you Estate Planning advice that will help determine whether you need Will that incorporates trusts, a self managed superannuation fund and a formal estate planning strategy document. We can also help with your Retirement Planning, Investment Advice and Property Investments.

To make an appointment to speak with a Lifespan Mortgage Services expert fill in the online form or phone 08 9317 1900.