JPL Accountants | Estate Planning

Through our arrangement with JPL Wealth Financial Planners and MLA Lawyers Pty Ltd, we facilitate a comprehensive range of estate planning services.

Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities, such as family trusts, as well as assets owned as joint tenants, etc.

It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.

A comprehensive range of estate planning services

Ensure that your wealth is directed according to your wishes after you die

Consistent with your current financial planning

We ensure your affairs are handled as efficiently and cost-effectively as possible

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