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Estate Planning

Estate planning delivers peace of mind to you and your loved ones. Your personal and business circumstances are unique, so it’s important that your estate plan is well considered and developed with the assistance of experts — someone who has the experience to customise a plan that’s right for you. We work with you to ensure that your family is looked after in the best possible way, and that the right money reaches the right hands at the right time.

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Estate planning is for everyone. Without it, your estate will be distributed according to intestacy laws, not according to your wishes. This usually means uncertainty and unnecessary stress for your family.

Estate planning allows you to provide for all of the people you care about, including bequests to particular people, specifying who will take care of your children, and making donations and gifts that allow your legacy to live on.

Estate planning can also minimise income tax, capital gains tax and other estate taxes. It can also speed up the probate process, and can avoid lengthy and costly legal challenges. It can ensure your estate is passed on to your family or beneficiaries in the most effective way.

Estate planning is an important part of your overall financial plan. At 4Front, it begins with a review of your personal, family and business affairs, and the establishment of good financial management practices while you are alive. This includes considering everything you own — your car and home, all real estate including residential and commercial property, your business assets, bank accounts, any investments, life insurance, superannuation and personal possessions.

From there, your estate planning can be as simple as establishing a will. However, with family units and personal and business relationships becoming more complex, estate planning often includes the establishment of powers of attorney, enduring guardianships, testamentary trusts, business succession and more.

At 4Front, we draw from our experience, and when dealing with complexities, partner with experienced estate lawyers, to create an estate plan that not only meets your needs today, but remains relevant as time passes and your life and business circumstances change.

The unexpected happens to everyday people every day. Don’t wait. Start your estate plan today. The team at 4Front are ready to help.

"We had been putting the task of estate planning in the too-hard basket for some time. When we finally decided we could delay no longer, we found the 4Front process to be thorough, professional and surprisingly simple. We have no hesitation in recommending 4Front to anyone needing this service."
John Slater, Brand & Slater
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