The Estate Planner......making sure

A simple test for estate planning could be defined as “will the right people, get the right amount of money at the right time?" And “right” simply means what you want to happen.

Unfortunately many Australians won't pass this test. They have simply not prepared sufficiently so that their estate goes to the people they want it to.

And to compound this situation, unintended consequences may arise as a result. These can include people you don’t want sharing in your estate being beneficiaries, tax and debt burdens, lengthy time delays, friction amongst your loved ones and if you are a business owner – going into business with people you don’t want to, or your family not getting the true value of your hard work…….and these are only a few of the possible implications.

Fortunately, there are a number of strategies you can use to help make your estate plan as effective as possible, and this is an area where professional legal, taxation and financial advice can make an enormous difference for you and your beneficiaries.

The Estate Planner, is a diagnostic of your situation today. It will ask you a number of questions and provide feedback on your individual situation. It will look at how well prepared you are. It has been provided by Test Adviser from Sample Financial Services. There is no obligation to do anything as a result of the Estate Planner, it will simply provide an analysis and some suggestions, what you do from there is up to you.

Your results will be sent to Test Adviser from Sample Financial Services, again there is no obligation to take any action from these results.

While Business Health Pty Ltd provides this service it is not affiliated with any dealer group or licensee


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Disclaimer

Business Health Pty Ltd makes no representations or warranties as to the validity, relevance or accuracy of the information contained in the Estate Planner. It further accepts no responsibility whatsoever for any loss or damage suffered by any user of Estate Planner or other services of Business Health Pty Ltd.

The material provided covers legal and technical issues in a general way. It is not designed to express opinions on specific cases. All material is intended for information purposes only and should not be regarded as legal advice. Further advice should be obtained before taking or not taking action on any issue dealt with in the material provided.

Our Confidentiality Commitment

The results of your Estate Planner will be provided to the Adviser that has sponsored it. In all other circumstances no information will be disclosed or otherwise released to any other party except through consolidated data comprised from all participants' input - it will consequently not be possible to identify any individual specific results.

Your Confidentiality Commitment

Unless prior agreement has been reached, all information provided by Business Health Pty Ltd will be kept strictly confidential between your business and Business Health Pty Ltd. Under no circumstances will any such information be disclosed or otherwise released to any other party.

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