Making financial and legal arrangements about the transfer of your personal assets to chosen beneficiaries can be difficult and emotional.
At Macquarie Private Wealth, we have specialist advisers that can help provide peace of mind for you, your family and loved ones by creating a comprehensive estate plan.
As part of the estate planning process your Macquarie Private Wealth adviser can facilitate:
Without a will, your assets may be distributed according to a prescribed formula set by state legislation.
Upon death, your assets or control of your assets may be passed to the wrong person.
To ensure that you safeguard your assets and intergenerational transfer of wealth is maintained, estate planning should be an important part of your overall financial plan.