Estate Planning
Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to, is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning.
Whilst a will covers how you would like your assets to be distributed, an Estate Plan includes a will, and can address areas such as:
- Superannuation benefits
- Jointly held property (joint tenants etc)
- Proceeds of life insurance policies
- Powers of attorney
- Guardianship of children
- Assets held in trust
- Company assets
It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.
To start the estate planning process simply click here to download and complete our will fact find and email the completed document to contact@lightbulbwealth.com.au and one of our staff will be in touch. Alternatively you can call us at your convenience.
Tony Pereira
Lawyer & Estate Planner
Tony has advised business proprietors, entrepreneurs and private clients for over 25 years, including more than 20 years as a legal firm owner/principal.
His professional career commenced in 1988 while working for a multinational professional services firm in the area of taxation, and subsequently he has worked in a variety of commercial and private client focused roles.
Tony has extensive experience advising private clients about their asset protection, estate administration, wills and estate planning requirements.
Tony holds degrees in commerce and law from the University of Queensland and is admitted to practice as a legal practitioner in the Supreme Court of Queensland and High Court of Australia.
Contact Us
Relevant Articles...
Pensions Loan Scheme
This week, we want to explore the concept or borrowing in retirement a little more fully by looking at a unique way of doing so – the Commonwealth Government’s Pension Loan Scheme.
What Can You Do When Your Wealth Is Not Cash?
In recent articles we've explored the personal and general reasons why many Australians choose not to sell their family home as they move into and through retirement. In this article, we look at ways that make keeping a family home easier once you stop working.
Dear Abbey
We love reading those ‘Dear Abbey’ type letters to the newspaper. Especially the financial ones. Here is a classic we read recently – and what we would do if this were our client.
Helping Family into the Property Market
Rising house prices are great news for people who already have a home, but not so good for those yet to buy. This week, we look at ways that families can work together to make buying a home a reality.