Shield Wealth and Stellar Super, in conjunction with Paul Salinas, from Campbell & Co Lawyers are hosting boardroom sessions in March.
Estate planning is a subject that we don’t like to think about but in its simplest form, it is just about ensuring peace of mind. It is about making sure that the investments you make now are passed on to your family or beneficiaries in the most effective way.
Developing an effective estate plan will ensure that:
• Any tax payable is minimised
• The ownership of assets passes to the right beneficiaries
• The assets are protected if any beneficiary has any legal issues
