Do You Need to Re-Think Your Estate Plan?
Estate planning for clients at Intralink is simply to ensure that in the event that you pass away that your wishes are carried out in the most tax effective manner. It is a complex and specialised area and requires expert professional advice as we partner with specialists to put in place. Estate planning extends beyond just preparing a will. The taxation implications involved in different estate planning options means that flexibility needs to be built into your estate planning strategy. A decision made today to divide your estate equally between beneficiaries may not be tax-effective in the future, or correspond with the needs of beneficiaries.
Please click here to read about what we would consider to be the 10 critical issues you might need to re-consider in regards to your estate plan.
If you have any questions, please do not hesitate to contact an Intralink adviser on 03 9629 1100.