ESTATE PLANNING

We find Estate planning is often set aside for another day and put in the too hard basket. We at Direct Wealth have seen firsthand the pain this can cause and have a strong focus on ensuring you have appropriate estate planning strategies.

Estate planning is about setting clear guidelines in anticipation of premature death or incapacity. We will work with you to ensure that we can identify and eliminate uncertainties over the administration of your estate.

We first need to discern what assets will form part of your estate. We find a lot of clients are unaware that some of their assets will become estate and non-estate assets. We also find a lot of clients are not aware of the tax liability applicable with asset transfer as part of the estate. Our aim is to ensure that your wishes are fulfilled should an unforeseen event occur and that you are aware and comfortable with the estate planning strategies you have in place.

Making a will provides peace of mind for you and your dependants.