Estate Planning

What does estate planning mean for you?

Hardly anybody knows what “estate planning” means. People think it is about death and dying. They are wrong. Estate planning, as it is practised by DBA Accountants of Stirling, WA, for the benefit of our clients, is about Life and the excellent living of it. It is a dynamic process that allows you to accumulate, maximise, organise and protect your estate as it grows and evolves, from young adulthood to after your death.

Every estate plan has as its foundations these essential documents:

A valid Will

An Enduring Power of Attorney (“EPA”)

An Enduring Power of Guardianship (”EPG”)

A valid superannuation beneficiary nomination

There are more, but these are the essentials.

For complete information

We suggest you buy and read “First you live…” by Murray Davey, DBA Director.  Then come and talk to us. At each stage of life, the big issues are different but many of the questions remain the same, only with different answers. The purpose of an estate planning process, as we do it, is to ensure the different stages are recognised, that the questions are asked and discussed, and the answers acted upon according to your wishes.

The Big Questions throughout your adult life are:

The Big Questions are remarkably constant throughout life but the answers change as we grow older and acquire wealth, family and obligations. Are There Your Big Questions?

It is Complex

Estate Planning, done properly, is wide – ranging and complex. DBA Accountants have worked very hard to make it as simple and achievable as possible for our clients.

Action step:

Think carefully about the questions raised here, then phone (08) 9370 4577 and arrange to meet with Murray Davey or Jodie Hutton, Directors of DBA Accountants, Stirling, WA. Helping our clients increase their wealth. Specialists in business, tax, self-managed superannuation and estate planning.

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Located in Stirling
Specialists in the right advice to you Friendly & Reliable.

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