Thursday, June 20, 2013
We Coach Wealth Pty Ltd with John McAuliffe, "Personalized Financial Planning over a Free Meal"
phone 07 3848 1088
Effective estate planning ensures your wealth is transferred according to your wishes in the most financially efficient and tax effective way. Estate planning is a complex and specialised area and requires expert professional advice.
Estate planning incorporates:
Superannuation, trust assets and jointly held assets cannot in most cases be dealt with in the terms of the Will. These assets are generally referred to as Non-Estate Assets. It is therefore important that a comprehensive estate plan is in place to ensure all assets you own or control are transferred in the most effective and efficient manner.
Overall, our recommendation to you is:
We Coach Wealth Pty Limited can refer you to our preferred estate planners who are able to provide you with estate planning services through a specialist estate planning professional. For further information on estate planning or to arrange an appointment please do not hesitate to contact John McAuliffe using the website contact form, click here: http://www.wecoachwealth.com.au/contact