07 3879 7967
info@libertywealth.com.au

Free Consultation – Estate Planning

Free Half Hour Consultation – Estate Planning Brisbane

Do you have some concerns about how your will should be set up? 

Liberty Wealth Group would like to explore with you ways to ensure that your assets pass to the people you would like them to pass to as well as obtain some asset protection for the beneficiaries. 

Avoiding estate challenges and endeavouring to be fair to beneficiaries is often a priority as well as a challenge particularly if the estate is likely to have a variety of assets.  Pitfalls can be pointed out and strategies can be explored. 

We will discuss with you –

  • Costs of a more complex will
  • Superannuation and estates
  • Asset protection implications
  • Legal requirements
  • Tax implications to beneficiaries

We at Liberty Wealth Group can guide you through the confusion. 

Contact us today for an appointment. 

captcha

Disclaimer: All information is kept secure and will not be shared or sold to any third party.