Expert Estate Planning Advice on the Gold Coast
Do you have a plan in place to take care of your assets and finances after your passing? Do you have a will to ensure your estate is distributed to the right beneficiaries? Do you have a Power of Attorney if something were to happen to you tomorrow? These are some of life’s important questions that we tend to push aside, to worry about another day. But what if another day never comes?
You want peace of mind, knowing that the work you have done to plan a financial future will be preserved when you are gone.
Estate planning is more than just worrying about your money. It seeks to ensure that your estate is passed on to your intended beneficiaries in a timely and tax-efficient way. How you structure your Estate Plan may have significant implications for the tax that your beneficiaries will pay on your assets, as well as how and when distributions can be made.
Take action on your Estate Planning.
Estate Planning Strategies
Mapping out a tax-effective estate plan requires an in-depth analysis of your current financial, family, and work situation. A well-formed estate plan comprises various products and services, tailored to an individual’s needs and circumstances. Common products and services included in an estate plan usually include reviewing or creating a will, granting enduring power of attorney, selecting an executor, giving guardianship, considering a family trust, nominated beneficiaries for superannuation and insurance, and life insurance.
How Centaur Financial Services Can Help
Centaur Financial Services helps you navigate through these important questions to ensure your legacy is smoothly passed on to those dearest to you once you’re gone. We will provide you with the necessary tools to ensure your estate plan includes a will, enduring power of attorney, nominated super beneficiaries, and if applicable, an executor, discretionary trust or testamentary trust.
The choices you make today will protect the people you love when you are no longer here.
The Centaur Difference
The experienced team at Centaur Financial Services are so much more than financial planners; we’re your financial partner. We look out for your finances to provide throughout your life and death.
Our Gold Coast estate planners understand the importance of estate planning and how time-consuming it can be. Thus, we utilise a proven 6-step process to make the process efficient and effective – to ensure your affairs are in order, and to ensure your loved ones receive their intended inheritance.
Talk to our experienced Gold Coast estate planning team today. Together, we can create a sound strategy to provide financial security at a time when the people you care about will need it most.
Our Gold Coast estate planners can help you:
Benefits of Estate Planning
Not everyone invests in an estate plan, but if you have any amount of wealth, then there are more than a few reasons why you should.
Our Gold Coast estate planning advisors can help you:
Frequently Asked Questions About Estate Planning
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What should be included in estate planning?
A good estate plan should include a will or a trust, enduring power of attorney, beneficiary nominations, guardianship nominations (if applicable), life insurance, and a letter of intent for your estate executor or a beneficiary.
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When should you do estate planning?
Many think estate planning is something to worry about in your older years. But the true this, it’s never to early to start estate planning. No one knows when their time is up. No one knows when the expected will happen. We only have to look at 2020 to see that nothing in life is certain – you could be struck by a car tomorrow. Therefore, its best to start an estate plan as soon as you can; especially if you have wealth or a family.
Contact Centaur Financial Services to start planning your estate today.
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Why is it important to keep your estate planning up to date as your life changes?
As our lives change, so do our estate planning needs. In our younger years, a power of attorney may be the most important element to consider. As we get older and have a home and family, wills and trusts become more critical. As we accumulate wealth in our 40’s, attention moves to asset distribution, life insurance, and reviewing your will and power of attorney. Later in life, as we pass 50, its vital to ensure everything is in place and aligned with your current wishes.
Just like a will, as your life changes, your estate plan needs to be reviewed to ensure all your wishes are met. Contact Centaur Financial Services to update your estate plan today.
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How do I prepare for an estate planning meeting?
To prepare for an estate planning meeting with Centaur Financial Services, you will need to gather relevant financial documents and supply personal information.
Such information includes:
- A list of assets and significant liabilities and their estimated values
- A list of beneficiaries, along with their exact names and addresses
- All life insurance policies
- Who you want to appoint as legal guardians for your children
- Who you would choose executors/trustees for your estate
- Who you want to appoint as your power of attorney
- The age you want your children to receive their inheritance outright
- How you want your estate to be distributed to
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What is the difference between a will and estate planning?
There is a big difference between a will and estate planning. A will is just one component of an estate plan. Estate planning comprises reviewing or creating a will, along with other important components, which include appointing a power of attorney, investing in life insurance, appointing legal guardians for children, appointing an estate executor/trustee, and electing superannuation beneficiaries.
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Need Estate Planning Advice on the Gold Coast?
Turn to Centaur Financial Services. Wills, Power of Attorneys, Testamentary Trusts, and Superannuation, are our specialties.
Centaur Financial Services Contact Us
Phone: 07 5559 5760
Fax: 07 5601 0356
Email: [email protected]
Post: PO Box 1455, Elanora QLD 4221
Office: Level 1, 4 Sixth Avenue, Palm Beach QLD 4221
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Our Licensee
Centaur Financial Services Pty Ltd is a Corporate Authorised Representative (CAR) number 342372 of Australian Advice Network Pty Ltd.
ABN: 13 602 917 297 AFSL: 472901.
The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.
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