Most people procrastinate when it comes to Estate Planning.
Whether we are trying to assure ourselves that we and our loved ones have plenty of time left, or we are uncomfortable with the subject, we seem to drag our feet in respect of putting in place arrangements for a future death or incapacitation.
Planning today for the smooth handling of your estate is crucial. The arrangements that you put in place today will save your loved ones a great deal of heartache and headaches.
Estate Planning can provide certainty in respect of the handling and passing of investments to beneficiaries in the event of a death. Ensuring asset ownership passes to the intended beneficiaries, minimising tax implications and safeguarding assets are the key pillars of Estate Planning.
Capo & Co provide a comprehensive suite of Estate Planning services which work together with your business and investment strategies to help secure your family’s future. They can provide advice and assistance with:
- Wills
- Powers of Attorney
- Testamentary Trusts
- Estate Planning for Superannuation
- General Tax Considerations
