Estate Planning

Estate planning is key to securing your family’s financial future. It ensures that your assets are distributed according to your wishes and that your financial and healthcare decisions are managed appropriately if you’re unable to do so.

At Aylesbury, our expert advisers work alongside legal and tax specialists to create a tailored estate plan that fits your unique needs.

These services can cover:

• Wills and Trusts: Clearly define how your assets are distributed and managed
• Power of Attorney: Appoint someone to handle your financial affairs if you’re unable
• Healthcare Directives: Specify your medical treatment preferences
• Beneficiary Designations: Ensure assets like life insurance pass directly to your chosen beneficiaries
• Tax Minimisation: Strategically reduce estate taxes to maximise your beneficiaries’ inheritance
• Superannuation: Ensure your superannuation is correctly included in your estate plan, minimising taxes and ensuring a smooth asset transfer

At Aylesbury, we help facilitate and provide comprehensive estate planning services tailored to your specific circumstances, ensuring your assets are managed and distributed according to your wishes.