Estate Planning Brisbane

with Horizon Wealth Advisory

Estate Planning Brisbane Services

Estate planning helps protect your assets and investments for your intended parties in the event of your death. A good estate plan will clearly outline how you want your assets distributed and may include documents such as your will, superannuation beneficiaries, and instructions for your funeral, to name a few. Outlining an estate plan is a great way to remove any ambiguity about how your assets should be distributed and to ensure your assets are given to the correct people. At Horizon Wealth Advisory, we can help you create such a plan with our estate planning Brisbane services.

For our estate planning Brisbane wide services from one of the leading, professional Brisbane financial advisors, call us on 1300 351 716, e-mail, or book an appointment online now.

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When someone dies without a will or estate plan and their assets and property are fought over by family members, it can end up not only costing thousands of dollars but straining family relationships too. Clearly defined beneficiary nominations can help safeguard against will contesting, as a court has little reason to interfere with the wishes of the deceased. Do not hesitate, get in touch with us at Horizon Wealth Advisory now and ask us about our estate planning Brisbane wide services.

Wills and Power of Attorney

Giving someone the power of attorney grants them the authority to manage your affairs and make decisions on your behalf. You can create either a power of attorney or enduring power of attorney; the latter of which, allows them to make decisions in the event you become incapacitated. If you’re suddenly unable to sign documents or pay bills, you may lose control of your property and finances. Appointing an enduring power of attorney makes sure that your assets are always protected and saves your family from an uncertain financial future.

Beneficiary Nominations

Ever wondered what happens to your superannuation when you die? Contrary to common belief, your superannuation doesn’t automatically go to your estate. Your superannuation will likely go to your spouse and children unless otherwise specified. You may choose to make beneficiary nominations, choosing a superannuation beneficiary, however. There are two types of beneficiary nominations to choose from.

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1. Binding Death Benefit Nomination

A binding death benefit nomination is a legal document that outlines how you want your super funds distributed. A binding beneficiary nomination can include who you want your funds distributed to or how it is spent.

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2. Non Binding Beneficiary Nominations

If you choose non binding beneficiary nominations, the trustee of your super will be responsible for distributing your super funds. Though your requested beneficiaries will be considered, it is not legally binding. Your benefits will likely be distributed to those who’ve been financially dependent on you, such as your spouse and children.

Looking for estate planning Brisbane wide? At Horizon Wealth Advisory, we offer a suite of estate planning services and work closely with estate planning lawyers to protect your assets from unexpected complications. Get in touch with one of our advisors today for more advice on binding death benefit nomination and estate planning Brisbane wide.

Book an appointment online, call us on 1300 351 716 or email and we will get back in touch with you.

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