Estate Planning and Succession Planning Advice
Planning for your family and their future is important. As well as laying the foundations for your own financially secure retirement, you want to make sure your family is looked after and this means much more than just having a valid Will.
Wills are only one aspect of estate planning. Indeed, if you do not have a valid Will, then it is possible that your assets and estate will be administered by the Public Trustee and this could cause unintended delays, costs and stress to your family in accessing their inheritance.
Estate planning gives you and your family peace of mind that everything is legally and professionally taken care of, protecting your assets and allowing their efficient distribution as you intend to happen. There are several aspects to be considered in estate planning including, but not limited to, Wills, Enduring Powers of Attorney, Asset Ownership and Business Structures.
Effective estate planning allows for:
- Asset protection and tax effectiveness;
- Access to capital, control of equity and appropriate distribution of your assets;
- Protecting your assets from bankruptcy, marriage breakdowns and more;
- Ensuring your beneficiaries receive your assets in the most protected form.
Two Common Estate and Succession Planning Mistakes
- Not ensuring your estate plan is properly funded and documented so your wishes are followed;
- Not combining financial and legal planning advice to achieve the best result for your beneficiaries.
Other Services
Office Address: Level 1, 170 Burswood Road, Burswood, WA 6100
Our opening hours are flexible to accommodate our clients. Please contact us to book a suitable time.
*If you are around Perth metro areas we can come to you for your convenience.
Walshe Clancy O’Neill Accountants
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Walshe Clancy O’Neill Financial Planning
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Walshe Clancy O’Neill Financial Planning Pty Ltd
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Walshe Clancy O’Neill Finance Broker
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General Advice Warning: The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and where appropriate, seek professional advice from a financial adviser, accountant or finance broker.
O’Neill Murphy Pty Ltd ATF O’Neill Murphy Family Trust t/as WCO Group is an Authorised Representative of Walshe Clancy O’Neill Financial Planning Pty Ltd (AFSL 541587)