Estate Planning Guide

Baggetta & Co’s FREE ebook is here to help you start your journey to protecting your family and your legacy… 

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The importance of Estate Planning

Key components of Estate Planning

Powers of Attorney

What about Superannuation?

Do you have your ducks in a row?

Estate planning is the process of arranging your assets and financial affairs in a way that ensures the transfer of your assets to your beneficiaries in accordance with your wishes and in a tax-effective manner.

Although it may seem like a clinical and objective process, the aim of estate planning is to minimise any potential conflict and emotional heartache for those who are left behind after you’re gone. In addition to making the necessary arrangements to care for your loved ones, an effective estate plan also includes provisions for your own comfortable lifestyle in your twilight years.

An estate plan typically includes a legal will, as well as other documents that reflect your wishes such as how you would like to be cared for medically and financially, should you become unable to make these decisions on your own in the future.

For more on Estate Planning, grab your copy of our FREE ebook and start the journey to  protecting your family and your legacy. 

Understanding of the basics

To the lifestyle you’ve always imagined

Is a SMSF right for you?

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Contact Baggetta & Co for the answers to these questions:
• What is Estate Planning?
• What is Estate Planning financial planning?
• What are the benefits of Estate Planning?
• What are some Estate Planning Strategies?
• Why do I need Estate Planning Advice?
• What are important Estate Planning considerations?
• What are some Estate Planning tax implications?
• What are some Estate Planning tax benefits?
• The most important Estate Planning considerations?

Estate Planning involves putting in place a strategy to distribute your asset and investments when you pass away, and includes careful planning and tax effective strategies to ensure protection of your assets that you work so hard to acquire.

Estate Planning Guide

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