Estate & Succession Planning

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A succsesful financial plan will see you acheive all your goals throughout  your life and should be aimed at providing you the best standard of living possible. 

Often we find through working closely with our clients, their wealth surpasses them. As such, we need to take into consideration what happens once they are gone.

Ensuring your wealth is structured correctly throughout this journey will have immediate beneifts. However, having a plan to transition this wealth and your structures as you progress through life is equally important.

Failing to make provisions or consider succession planning early in the financial planning journey can lead to poor tax outcomes and in the worst of cases, family break downs.

At Artisan Wealth we partner with Estate Planning specialists for the creation of Wills, Powers of Attorney and matters of Probate and the settlement of estates. Alternatively, we will work happily alongside your existing Estate Planning Lawyer.

We can assist in: 

• Ensuring you have a valid Will and Power of Attorney in place, providing a referral if requried.
• Discussions around appropriate structuring of your wealth for optimal inheritance outcomes.
• Ensuring you have valid Beneficiary Nominations for your superannuation and Insurances.
• Helping the next generation inherit your estate responsibly and starting their financial journey.

These services are available via an Artisan Health Check or Artisan Project