Estate planning
Leave your money in the right hands
What We Do
At one point or another, we all think about what will happen when we are no longer here. Estate planning looks at these issues in a rational and caring way. Passing our assets to family, friends, or charities is one way of allowing others to utilise what we have accomplished in our lifetime.
Intergenerational planning is a subject that is near and dear to most of us. Many of our clients tell us that they are concerned about how their children and/or grandchildren will receive what they worked so hard to accumulate.
Blue Edge Financial Planning can help you to determine how and where you would like your estate to go, guide you through the various options and refer you to legal professionals as necessary.
Some of the issues covered will include:
- The need for a valid Will;
- Power of Attorney;
- Enduring Power of Attorney;
- Testamentary Trusts;
- Guardianships;
- Non-estate assets such as superannuation and life insurance proceeds.