Secure Your Legacy with Estate Planning
Estate planning is about more than distributing your assets – it’s about ensuring your loved ones are protected and your wishes are carried out with clarity and care. At Links Wealth Management, we provide guidance on what to consider when setting up your estate plans.
Our financial planners work closely with you to structure wills, trusts, and powers of attorney, while also considering tax-effective strategies to protect your wealth. Whether you want to ensure your family’s future security, minimise complications, or plan for aged care needs, we’ll guide alignment with your values and long-term goals.
With the right estate plan, you can safeguard your assets, reduce stress for your loved ones, and create lasting financial stability for generations to come.
Questions to Ask Yourself
Do I have a valid and up-to-date will that reflects my current wishes?
How can I minimise tax implications for my beneficiaries?
Have I appointed a trusted person to make decisions if I’m unable to?
Am I confident my family will be financially secure if something happens to me?
Have I planned for aged care or future health care needs?
Take the first step towards protecting your legacy
Book a consultation with Links Wealth Management today and create an estate plan that gives you and your family peace of mind.