To protect the assets and investments you’ve built up over a lifetime requires planning.
Your estate – the portfolio of property and cash investments you have – should be passed down to your children and grandchildren in an effective manner to avoid upsetting disputes.
In addition, by planning early to pass your estate onto your loved ones, you can maximise the value of your estate by minimising administration and tax expenses.
By speaking to a Houghton Strategic Solutions adviser, you can set a path for the smooth distribution of your estate to your family upon your death.
To find out how Houghton Strategic Solutions can help you plan the handling of your estate, contact Melinda today to discuss your situation.
After my husband died, I still had a mortgage and debts, no regular income for nearly a year, was unemployed and grieving and the renovation on our house was incomplete. The whole way through our experience Melinda handled the paperwork and helped us in any way she could. After the estate was settled Melinda organised everything again so that I could return to study with a regular income from investing my husband’s superannuation. Amanda, Point Cook