Estate Planning

Estate Planning

Estate Planning certainly isn’t on the top of everyone’s ‘must-do’ list. Quite frankly, it’s something that we’d rather do last or put to one side and worry about down the track. Unfortunately, it’s an extremely important subject and one that’s better taken care of sooner rather than later.

With McKinley Plowman, Estate Planning is made simple and guarantees peace of mind by knowing that you have ensured your loved ones are taken care of after you have gone. Importantly, your exact wishes are taken care of.

Estate Planning with McKinley’s takes care of a multitude of issues such as creating a robust Will, determining Power of Attorney, taxation matters and asset transfers and documentation. In the case of any contentious issues ‘after the fact’, we will have already appointed on your behalf a carefully selected legal adviser who will ensure that Estates wishes are strictly adhered to.

Perhaps best of all, because we completely understand you ‘financially’, our Estate Plans take into account your current lifestyle needs, your business position and any plans for retirement, and we’ll also examine contingencies for future critical events such as divorce or health issues.

Like every one of McKinley Plowman’s tailored services, our Estate Planning is here to help you and your family’s journey through life.

To enquire more about Estate Planning – contact us here.