Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.
It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.
Alan David Henderson
Director and Financial Planner
Alan is a Certified Financial Planner and member of the Financial Planning Association. He has provided financial advice for over 30 years. Prior to establishing his own practice in 2003, he worked with Deloitte Financial Services.
Alan David Henderson is an authorised representative (242155) of Shartru Wealth Management Pty Ltd (AFSL 422409).