07 3012 8524 Brisbane Office
07 5475 0800 Maroochydore Office
02 6545 9629 Scone Office
June 8, 2018 /by MRM Digital
When someone passes away it can take months or even years for an estate to be distributed. We've seen how this can lead to friction amongst family members at a very emotional time.
Safeguarding the wealth that you've built over your lifetime and ensuring that is transferred smoothly, according to your wishes, requires careful estate planning.
It involves more than creating a will. Some areas aren't covered by a will, such as superannuation savings. And did you know that some of your wishes can take effect while you are still around?
The decisions you make now will affect your family's future. It's important to get them right.
https://www.sherrinpartners.com.au/wp-content/uploads/2018/06/Wealth-Preservation-.jpg 270 350 MRM Digital https://www.sherrinpartners.com.au/wp-content/uploads/2018/06/NEWsiji.png MRM Digital2018-06-08 08:54:172018-06-26 07:03:33WEALTH
Level 12 Matisse Tower
110 Mary Street
PO Box 15970 CITY EAST QLD 4002
admin@sherrinpartners.com.au
Maroochydore Office
Kon-Tiki Business Centre, Tower 2, Unit 213, 55 Plaza Parade
PO Box 15970 CITY EAST 4002
Scone Office
5/206 Kelly Street
PO BOX 741 SCONE NSW 2337
This information is general advice and does not take into account a person's objectives, financial situation or needs. A person should consider obtaining financial advice before making a decision about the information noted in this document. Sherrin Partners Pty Ltd is a Corporate Authorised Representative of Sherrin Partners Services Pty Ltd. Sherrin Partners Services Pty Ltd holds an Australian Financial Services License (No. 497949) issued by the Australian Securities and Investment Commission (ASIC). Important information to help you understand the financial services provided by Sherrin Partners is contained in Sherrin Partners Financial Services Guide (FSG).
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