Estate Planning

Estate Planning: Safeguarding Your Legacy

Are you prepared for life's unexpected challenges? Estate planning involves strategies designed to manage your estate's transition, ensuring that your affairs are handled by a loved one or trusted person. It is an essential step in securing your family's future and peace of mind.

The Role of Six Pillars in Estate Planning

At Six Pillars Wealth, we are with you every step of the way to ensure a seamless estate planning process and wealth transfer. Beyond the basics of your will, power of attorney, and guardianship, we collaborate closely with trusted legal professionals and our clients to develop a tailored plan that addresses all aspects of your estate planning needs, ensuring your financial and personal objectives are met comprehensively.

Key Components of Estate Planning

Wills

Purpose: A will is a legal document that outlines how your assets will be distributed upon your death. It also allows you to nominate guardians for minor children.
Benefits: Ensures your wishes are followed, reduces potential family disputes, and simplifies the probate process.

Enduring Power of Attorney

Purpose: An enduring power of attorney (EPA) is a legal document that appoints someone to make financial and legal decisions on your behalf if you become incapacitated.
Benefits: Ensures that your financial affairs are managed according to your wishes, even if you are unable to make decisions yourself.

Enduring Power of Guardian

Purpose: An enduring power of guardian (EPOG) appoints someone to make personal and lifestyle decisions for you if you become unable to do so. This includes decisions about your living arrangements, health care, and personal welfare.
Benefits: Provides peace of mind that your personal well-being will be managed according to your preferences if you become incapacitated.

How We Can Help You

Estate planning is about much more than just deciding who gets what—it’s about making sure your wishes are respected and your loved ones are taken care of when you’re no longer around. Here’s how it can benefit you and your family:

Your Wishes Are Honored: With a clear estate plan, you can be sure that your wishes are followed. This helps prevent any confusion or disagreements among family members, offering peace of mind to you and your loved ones during a difficult time.
Tax Efficiency: We know that taxes can take a big bite out of your estate, but with smart planning, we can minimize that impact. Through strategies like gifting, charitable donations, and trusts, we’ll work with you to reduce the tax burden, so more of your wealth goes where you want it to.
Taking Care of the Bigger Picture: Estate planning isn’t just about money. We’ll help you think through important matters like ensuring the ongoing care of dependents or pets and making sure your end-of-life wishes are clearly stated. It’s about covering all the bases and making sure everything is in place, just the way you want it.

Partner with Six Pillars Wealth

At Six Pillars Wealth, we pride ourselves on our personalised approach to estate planning. We understand that every individual and family is unique, with specific needs and goals. We collaborate closely with trusted legal professionals and our clients to develop a tailored plan that addresses all aspects of your estate planning needs, ensuring your financial and personal objectives are met comprehensively.

Schedule a Consultation Today!

Take the first step towards securing your legacy. Contact Six Pillars Wealth for a no-obligation 20-minute consultation with one of our financial advisers. Learn how we can assist you in planning for the future with confidence and peace of mind.

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Address

Sydney CBD

Level 57, 25 Martin Place Sydney NSW 2000

Postal Address

P O Box 352,

Paramatta, NSW, 2124

Mutually Convenient Location

Let's meet for a coffee! We're happy to arrange a meeting at a location that works best for you.

Disclaimer: Six Pillars Wealth (ABN 68 682 649 538) as a Corporate Authorised Representative (001314068) and Laxmi (Lucky) Manna Authorised Representative (1002602) ; Lionel Iheanacho Authorised Representative (1002528)are authorised by Templestone Financial Services Pty Ltd (ABN 99 641 075 952) AFSL 523831 to provide financial services only. Any advice in this publication is of general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

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