Estate Planning

An effective estate plan aims to ensure that your assets are transferred tax-effectively to the right beneficiaries in a way that avoids any potential disputes.

The modern world has transformed family structures which is why estate planning is even more important than ever before. Depending on your particular circumstances, your family situation, your assets and accumulated wealth, you may find that you need more than just a legal Will to effectively administer your estate at the time of your passing. While Wills are created to protect your estate and the interests of your beneficiaries, jointly held assets, trust assets and superannuation are not always handled by the terms of the Will. This is why it’s important to seek estate planning advice on your personal circumstances.

At Kalpa Wealth Management, we help our clients understand the intricacies of an effective estate plan by taking into consideration their family circumstances, accumulated wealth and assets, and of course your wishes as to how and when you would like your estate to be transferred to your beneficiaries at the time of your passing.

Download our Estate Planning Guide

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Kalpa Wealth Management