If your assets are more complex and you would like to share your wealth with many loved ones, an Estate Plan is essential.
Your MORE adviser can work with your solicitor, or our own estate planners to create an estate plan that will effectively execute your last wishes.
Your MORE adviser can
- Implement strategies to maximise the benefits of your assets to pass onto your beneficiaries (such as reducing tax);
- Arrange a Binding Death Benefit Nomination to decide who will receive your superannuation fund; and
- Work closely with your solicitor or our own estate planners to ensure that you have one consolidated solution which covers your estate planning needs.