A Basic Will brings with it many risks because of its limited future planning capability. A comprehensive Estate Plan on the other hand, can clearly outline your wishes in greater detail and plan for the unexpected.
Estate Planning provides generational security, with the ability to hold certain estate assets in trust for as long as you determine. This allows your family the protection it deserves.
For many, the Estate Planning journey starts with a life changing or often tragic event within their immediate family circle. Not the best way to plan for the future.
Less than 3% of Australians have a comprehensive estate plan in place.
Estate Planning should be a core part of your financial protection strategy. In 2017, the last full year of ABS statistics, 28,507 people of working age died prematurely. That is 1 out of every 6 economically active adults died before retirement. Think carefully, bad things happen, be prepared.
We can assist you by creating a legally binding Will and comprehensive Estate Plan in a cost effective and simple manner. A typical household will have a mortgage with a young family or adult children transitioning into their next stages of life. If an Estate Plan is not in place there is a high chance your family will not survive financially on their own and would need to rely on other family members or government support.
This situation is all too common as illustrated by Ryan Steven’s widow, Stephanie, who lost their family home after the unexpected death of her husband. Ryan Steven did not have adequate measures in place to ensure his estate was passed on to his wife as per his wishes. A legally binding Will and comprehensive Estate Plan would have prevented this and provided for her and their son Olly’s financial future. More details on the story here.
We feel its imperative for your family’s financial future that you have a comprehensive Estate Plan in place. LGen can assist in a review of your current financial strategy including building a comprehensive Estate Plan in a cost effective and simple manner. Contact us today.
Book an appointment to discuss your Estate Planning requirements today. Click here to make a booking
Estate Planning is about protecting your assets so that you can tax effectively pass on the wealth you have created to preserve your family legacy.
A comprehensive Estate Plan will encompass a wide range of financial and legal strategies.
LGen has developed a leading-edge technology platform to create comprehensive Estate Plans tailored to your unique situation.
Create a comprehensive Estate Plan the LGEN WAY to protect your family’s future and create a generational legacy you will be remembered for.
The LGEN WAY of assessing your risks, needs and objectives ensures a comprehensive Estate Plan is created just for you.
Ensure your family is fully protected for the longterm by creating a comprehensive Estate Plan the LGEN WAY!
It is never too early to get started on your Estate Plans. Tell us more about your needs, and we will get you started on a plan to achieve them. Book an appointment with one of our Estate Planning consultants today. Click here to book an appointment.
Level 21, 207 Kent St, Sydney, NSW, 2000, Australia