Estate planning is often seen as a very confronting issue for many families – especially those with business interests. The issues as to who gets what,how, and when can be very difficult ones to deal with.
A proper estate planning process can guide you, and your family, through the maze of issues involved and deliver a very understandable result.
We often recommend to potential clients that they “practice dying” and think about what would happen:
The results can be quite frightening for those people who haven’t thought about their Will or their estate planning for a long time (or at all!).
At matthew tol + associates, we work with you to take you through the myriad issues involved and can assist you in designing a strategy which delivers your wishes in a structured and tax-effective manner to subsequent generations. We can also assist you in devising strategies to enable your assets to be kept out of the reach of “predatory in-laws”, protect your children who are in “at risk” professions and also protect spendthrift children from themselves. Our strategies will also ensure that any adult dependants in your family are properly looked after on your passing.
Your Will is one of your most important documents – we will ensure that it reflects your wishes and delivers the results you require in the most effective and efficient, tax-effective manner.
To assist you begin the process, please complete items below and fax it to us (03) 5333 3900. We will then be able to highlight areas which you may need to consider in your estate plan.
| Name: |
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| Email: |
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| Address: |
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| Age: |
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| Do you have a current Will? |
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| When is it dated: |
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| Do you have any dependant children: |
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| How many: |
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Ages: |
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| Do you have grandchildren: |
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| How many: |
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| Ages: |
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Do you have business/investments
that need to be addressed in your Will?
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| Approx Total Value: |
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| Years held: |
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| Is there debt against any of these? |
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Additional links:
Managing the tax affairs of someone who has died
15 Common Estate Planning Mistakes
Withall of our professionalservices, our clients appreciate the following components of what we do:
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effective solutions to their problems/issues;
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hope for their and their business' future;
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our consistency;
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certainty and clarity;
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respect for their opinions and issues;
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creative, considered solutions generated;
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our sense of fun and honesty in our dealings; and
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our value-added approach.
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Estate Planning