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Estate Planning Made Simple

Updated: Mar 13, 2020

We know what a Will is, but have you heard of an Estate Plan? While it’s not the easiest topic to discuss, estate planning in its simplest form is about ensuring peace of mind. It ensures that the wealth you create now is passed on to your family and beneficiaries in the most legally and tax-effective way possible.

Creating an effective Estate Plan ensures that:

  • Tax payable is minimised

  • Your financial and medical decisions are made in your best interests if you become incapacitated

  • The ownership of your assets is passed to the right family members and beneficiaries; and

  • Your assets are protected if any family members or beneficiaries have any legal issues

With the ever-increasing complexity of blended family units, superannuation laws, business and trust structures, Estate Planning has become even more important in today’s society and often involves more than a simple Will. At BlueKite Capital, we have advisers who will help you work through your options and will engage specialist estate planning legal advisers to implementation your Estate Plan.

BlueKite Capital will help you learn more about:

  • Wills

  • Powers of Attorney

  • Testamentary Trusts

  • Taxation Implications

  • Estate Planning for Superannuation

Estate Planning is a crucial part of managing your risk and shouldn’t be left to the last minute - after all, we don’t know when that last minute will be!

Please call Venn Williams, CEO BlueKite Capital on 0416 251 140 or email to start a conversation today.



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