Estate Planning

What is Estate Planning?

Your estate is considered to be the accumulation of everything that you own: car(s), home(s), investment properties, savings accounts, investment accounts, insurance policies, home contents and personal possessions. Everyone has an estate, no matter how large or small, and it is important to create a plan for the control of this estate after your death.

Estate planning is about ensuring that the people you love the most are taken care of fairly after your passing. A suitable estate plan will designate your desired wishes and the specific control of the items included in your estate to the individuals of your choosing.

The Benefits of Estate Planning:

  • Instructions for the passing of your values (work ethic, religion, education, etc.) as well as your valuables (car, home, savings, etc.)
  • Care instructions should you become permanently disabled.
  • Appointment of a guardian of your choosing as well as inheritance manager for children still considered to be minors.
  • Instructions for the continued care of support for loved ones with special needs.
  • Provide financial distribution instructions and strategies for loved ones you consider to be irresponsible with their finances, or who may be in need of future protection from costly expenses (such as divorce or creditor repayments, etc.).
  • Life insurance payout to your family at the time of your injury, illness or death.
  • Reduction of any tax, court and/or legal costs for your family.

Why Do I Need an Estate Plan?

If you are concerned about the distribution of your wealth amongst family in the event of your illness, injury or death, then a consultation with an Australian financial adviser is recommended. An estate plan will help to designate the specific instructions of your wishes and assets to the people of your choosing.

Estate planning will give you peace of mind in knowing that in the event of your death, your loved ones will continue to be financially secure and taken care of.

GI Advisers have highly experienced and highly qualified Australian financial advisers available to provide you with a strategic estate plan that will provide financial security for your loved one’s futures. For Estate Planning advice please contact us at our Brisbane head office.

  • 89 McLachlan Street, Fortitude Valley QLD
  • 0732083785

Monday – Thursday: 10am – 7pm

Friday: (9am – 5pm)

Saturday & Sunday: By Appointment

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