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Estate Planning


What is Estate Planning ?

Estate Planning involves making a plan for dealing with your assets and debts should something happen to you.

Estate Planning includes making a Will, making a Power of Attorney and appointing an Enduring Guardian. When drafting these documents it is important to take into account all relevant circumstances including:

º  Your special needs and the needs of your family members
º  Superannuation
º  Asset protection
º  Tax efficiency including Capital Gains Tax
º  The impact on any Social Security interests.



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