Estate Planning

Our team takes the time to comprehend your objectives and circumstances. That way, we can tailor a solution that lets you achieve the ideal outcome for you and your beneficiaries. It’s our mission to enable a smooth succession of your assets by properly considering and designing strategies to manage your personal assets. We can also protect other assets like investment companies, trusts, and self-managed superannuation.

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A significant component of estate planning is reducing beneficiaries’ taxes upon death. We offer advice to help you achieve this particular goal. Usually, trusts are an effective vehicle for estate planning, as they allow you to provide for children with disabilities and protect assets in case of bankruptcy or divorce. Establishing a trust is also useful in ensuring your assets are passed to your children, which is important if your surviving spouse remarries. With a trust, you can also minimise your tax burden on income taxes and capital gains.

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If done correctly, an estate plan is effective for yourself and your loved ones whilst ensuring your assets are handled according to your wishes upon your death. Whilst a will is essential, there are many other documents and considerations. It always helps when you have legal advice from legal professionals. We will work with our preferred team of legal practitioners to draft and execute wills and powers of attorney, among others.

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Origin Business Consultants can provide professional advice on ancillary funds to help support your legacy wishes. We will assist you in determining the best form of future death benefits, such as income streams, lump sum, or asset protection. No matter what suits you, you can agree that planning for your wealth is not just for your benefit; your family and other business interests will also gain from it should unforeseen circumstances arise.

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We will answer your questions about estate planning and whether it is right for you. Most people think a will is enough to ensure their assets flow precisely the way they want. But a will is just one component of an estate plan. Contact us so we can provide the help you need. We can guarantee, as much as the law allows, that your will and wishes are expressed within a legal framework. Moreover, strategies are employed to protect your family from legal and financial problems.

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Estate planning is often difficult but is necessary if you don’t have a will. You want to ensure that your loved ones or beneficiaries will be looked after even when you’re no longer around. We want to make the process comfortable for you by taking the time to listen and creating an environment where you feel at ease. At Origin, you will always feel fully involved, even in more complex estate planning. We offer support wherever you may be in your estate planning journey.

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