Estate Planning

As with every stage of life, planning for what happens to your wealth after death is equally as important.

Having worked hard to create your wealth it would be devastating to think of it being dissipated after your death. With the right investment structure, your wealth will be passed on to the next generation in the way you choose.

Estate planning is more than a will; it’s a legally complex area of financial planning with many considerations, which is why we will work closely with your solicitor to get it right. Our financial advisers can guide you through each of the aspects of estate planning:

  • Enduring Power of Attorney
  • Guardianship of children
  • Testamentary Trusts
  • Tax planning for beneficiaries
  • Insuring yourself to protect your family
  • Estate administration

Crosby Dalwood Pty Ltd ABN 30 132 317 876 provides financial planning services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

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