Tax Trusted Advisor - Kennerlys.com.au

Posted by MichealH Alexander on March 10th, 2020

Our health and time are the most important commodities we have. Our families depend on our ability to earn an income over our working life. It makes sense to insure your ability to earn an income, to ensure that you and your family can survive financially in the event of death, a serious illness or disability. Tax Trusted Advisor

Protecting your wealth is as important as building it. When recommending insurance we take into consideration your financial position as well as your lifestyle requirements. The types of products available include Life Cover, Total & Permanent Disability, Income Protection and Trauma Cover.

ESTATE PLANNING

Transferring your life’s work to those you wish requires planning. Ensuring a lasting legacy for your family is an emotional and complex task. We will guide you through a conversation about control, equity and fairness so that you can pass the baton in a planned and orderly way. Superannuation Perth

To ensure we create a comprehensive Estate Plan we will discuss issues such as:

Who should take control of my affairs?

Is wealth to remain in your bloodline?

When and how will my heirs take control of assets?

What kind of trusts should I include in my estate plan?

Is my Estate Plan tax effective?

As part of this process we will also discuss attorney and guardianship powers and health directives to ensure the loss of legal capacity does not stop your affairs from being attended to appropriately.