Estate Planning

Estate Planning is the process of protecting your assets through the course of transition events, such as marriage, having children, divorce, business and asset purchases, business restructuring and exits, retirement, advancing age, entry into care facilities, illness, incapacity, and death.

Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you.

You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.

More than just a Will, estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.

Advice SA works closely with clients and their Estate Planning specialist lawyers to ensure their estate planning outcomes are achieved in a cost and time-effective manner.


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