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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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