Comprehensive Estate Planning Advice for Your Future

Ensure your wishes are upheld following your passing with a comprehensive estate plan. Estate planning is about more than simply putting a Will in place. FCA Financial helps facilitate and structure estate planning strategies that consider the broader needs of your estate, your family and your financial circumstances.

Wills and Estate Distribution

Whether you are single, married, separated or divorced, having a current Will can help ensure your assets are distributed according to your wishes. A Will allows you to nominate beneficiaries and provide clear instructions about how your estate should be managed.

If you die without a valid Will, you are considered to have died intestate. The distribution of your estate will then be governed by the relevant state or territory legislation, which may not reflect your personal wishes.

Powers Of Attorney for Financial and Medical Decisions

A Power of Attorney allows nominated individuals to act on your behalf in certain circumstances. Depending on the type of authority established, a financial or medical attorney may be able to make decisions immediately or when you are unable to act for yourself.

Planning ahead can help ensure someone you trust is able to make important decisions if you become unable to do so due to circumstances such as illness, disability or dementia.

Testamentary Trusts for Asset Protection

A Testamentary Trust is a legal structure through which assets from an estate may be held rather than passed directly to beneficiaries. Depending on the circumstances, testamentary trusts may provide benefits including asset protection and tax planning opportunities.

The suitability of a Testamentary Trust depends on your individual circumstances and should be considered as part of a broader estate planning strategy.

Guardianship Wishes for Children

If you have children under the age of 18, your Will can help communicate your wishes about who should take responsibility for their care if you die unexpectedly. Considering guardianship as part of your estate plan can help provide greater clarity for your family during an extremely difficult time.

Our Estate Planning Services

We help facilitate and structure comprehensive estate planning strategies that address the broader needs of your estate. Our approach considers your financial circumstances, family situation and wishes, helping you identify the key issues that may need to be addressed.

Estate planning services do not fall under the Count Financial Limited AFSL.

Frequently Asked Questions About Estate Planning

Take the next step towards protecting your wishes and your loved ones. Contact FCA Financial today to discuss your estate planning needs.