Life is filled with uncertainties. And your role as parent or spouse is to help your family navigate these times.
When you don’t know what fortunes tomorrow will bring, there is one way that you can ensure that your family is on the best trajectory possible when the unthinkable happens.
Should your life come to an untimely and abrupt end, you can ensure your family is set up to succeed through having a valid and updated will, and an estate plan.
| What does a will do? | What makes an estate plan different from a will? |
| A will is a legal document that outlines how a person’s assets/possessions are to be managed when they die. It also indicates who takes on the responsibility of executing the will. | A will is only a component of a more detailed estate plan. An estate plan can factor in actions to be taken while a person is still alive and often involves more complex matters including decisions surrounding health, wealth, and ongoing wellbeing, such as trust management or a living will. |
At JZA, we know how to help you formulate the best plan for your family’s ongoing prosperity when you are not in the position to make decisions on their behalf anymore.
As tax and advisory specialists, we ensure that your will and estate plan is executed with minimum disruption and with a tax-conscious approach that minimises the tax burden of the estate on your family.
Make the right decision.
This article is a general information sheet and should not be used or relied on as professional advice. No liability can be accepted for any errors or omissions nor for any loss or damage arising from reliance upon any information herein.