Estate Planning

At Evalesco we recognise the profound significance of securing your legacy, a commitment that extends far beyond the present moment. Our tailored estate planning solutions are designed with your future in mind, ensuring that every detail of your financial tapestry is woven with care and foresight.

You’ve worked tirelessly to build a life that reflects your values and achievements, allow us to help you craft a plan that honours your past and safeguards your family’s tomorrow. With Evalesco, it’s not just about managing assets, it’s about preserving your life’s work for generations to come.

Protecting What Matters Most to You

At Evalesco, we go beyond the numbers to include what truly counts, your values, your loved ones, and the impact you wish to leave behind. Our promise is to provide a seamless transition of your estate to your beneficiaries while minimising tax implications and preserving your wealth.

Our expert estate planners offer a meticulous evaluation of your unique financial and familial situation, delivering an estate plan crafted to reflect your specific needs and circumstances.

Personalised Assistance in Every Aspect of Estate Planning

Your peace of mind is our top priority. Our specialists can assist you with:

Crafting Your Comprehensive Estate Plan

Our dedicated team at Evalesco ensures that your estate plan integrates all the necessary elements to protect and distribute your assets according to your wishes. Our comprehensive planning covers:
Your will is the voice of your carefully considered plans. With our guidance, we ensure that your will is not only a legal document but also a deeply personal reflection of your values and intentions. It’s the assurance that your assets, whether big or small, are managed and distributed as you see fit, providing a firm foundation for your loved ones as they move forward.
Few documents are as pivotal in an estate plan as a power of attorney, for it nominates a trusted individual to make important financial and personal decisions on your behalf should you no longer be able. This decision-making ally is a linchpin in the execution of your estate plan and requires careful selection and diligent consideration.
Your superannuation is often one of your most significant assets and needs special care within your estate plan. By appointing beneficiaries and crafting specific instructions for their distribution, you can safeguard your retirement savings and ensure they serve their intended purpose, free from unnecessary complications.

Life insurance can be the financial lighthouse that guides your family through the storm.
It provides a tax-free lump sum payment upon your passing, offering your loved ones immediate financial assistance. Our advisers work with you to determine the right coverage and beneficiaries to form the bedrock of your family’s financial security.

Our comprehensive estate planning process is both practical and profound, a way to tangibly demonstrate your care and love for the people and causes you cherish. At Evalesco we guide you through each step with respect, sensitivity, and a commitment to excellence. In the end, an estate plan is not just about your wealth, it’s about your legacy, a testament to who you are and what you hold dear.

FAQ's

Estate planning is a pivotal step in ensuring your financial security and peace of mind. It’s not just about preparing for the inevitable, it’s about shaping a legacy and safeguarding your loved ones’ future.

At its core, a comprehensive estate plan should include key elements such as a last will and testament, which dictates the distribution of your assets. Trusts offer further control and can help bypass the lengthy probate process. Additionally, Powers of Attorney for health care and finances are crucial, ensuring that your preferences are honoured in situations where you may be unable to express them.

Each document works in tandem, fortifying your intentions and preserving your assets, so they serve your family as intended. It’s important to remember that estate planning isn’t a one-time task, it’s a continual process that should evolve with your life’s changes and transitions.

Estate planning is an essential stride towards future security, a vital process that certainly warrants attention sooner rather than later. Contrary to common misconception, it’s not just for the wealthy or the elderly, estate planning is a prudent step at any adult age.

Whether you’re celebrating a new job, purchasing property, welcoming a new member into the family, or are already in retirement, these life milestones are opportune moments to consider how you can protect your assets and ensure your loved ones are cared for in your absence.

Our team of dedicated financial advisers at Evalesco is here to guide you through every intricate detail, ensuring that your estate plan aligns seamlessly with your long-term financial goals, giving you peace of mind today for a secure tomorrow.

It’s a common misconception that estate planning is only for the later stages of life. The truth is, that adulthood brings responsibilities and assets that merit protection, regardless of your age. Estate Planning isn’t solely about the distribution of wealth posthumously, it’s a strategic approach to safeguarding your financial future and that of your loved ones.

By taking action now, you’re ensuring that your wishes are clearly known and can be acted upon under any circumstances. Age consideration in estate planning merely emphasises that it’s never too early to prepare for the future. Indeed, starting the estate planning process at a younger age can give you peace of mind and allow for more comprehensive and flexible planning.

Keeping your estate planning up to date is crucial to ensuring your financial security and that of your loved ones. With life’s constant changes, such as births, marriages, and acquisitions, your initial plans may no longer align with your current wishes for your inheritance.

Regularly revisiting your estate documents provides peace of mind that your assets will be distributed as you intend and that your family will be safeguarded from unnecessary legal complications or financial hardships. In short, proactive estate planning is a significant step towards preserving your legacy precisely as you envisage.

 

Preparing for an estate planning meeting is an invaluable step towards securing your financial future. To ensure the session is as productive as possible, gather all relevant documents, including current wills, trusts, deeds, and comprehensive lists of assets and liabilities. It’s also wise to reflect on your goals, and think about the legacy you wish to leave and how you want your estate to benefit your loved ones.

Equipped with this information, your financial adviser can tailor strategies to align with your aspirations, offering peace of mind that your estate planning is a true reflection of your life’s accomplishments and values.

Understanding the distinction between a will and estate planning is crucial for ensuring your legacy is preserved exactly as you wish. A will is a legal document that specifies your desires regarding the distribution of your assets and the care of any minor children upon your death. Think of it as a vital piece of the broader estate planning puzzle.

Estate planning, on the other hand, is a comprehensive process that includes the preparation of a will but extends much further. It encompasses various instruments and strategies such as trusts, healthcare directives, and power of attorney assignments to manage your affairs if you’re unable to do so. The role of estate planning is not only to carry out your wishes after your passing but also to protect your interests during your lifetime.

With guidance from an experienced financial adviser, estate planning can be tailored to minimise tax burdens, safeguard your assets, and ensure seamless transitions for your beneficiaries. In essence, a will is part of the estate planning, but estate planning is a holistic approach that addresses a multitude of financial and legal considerations, both during life and after.

 

At Evalesco we deeply recognise the weight and significance of securing your legacy. With our comprehensive approach to estate planning, we aim not only to secure your hard-earned assets but to craft a legacy that resonates with your life’s values and visions.

Our experts are here to guide you through every nuance with professionalism meshed seamlessly with an empathetic understanding. We’re committed to ensuring that your wishes are honoured and preserved, offering you the peace of mind that comes with knowing your legacy is in trusted hands.

Begin a conversation today with our estate planning experts and take the first step toward safeguarding your legacy.