Estate Planning

Take the first step... towards an outperforming business.

Estate planning is important now

Death is not something we like to think about, but a bit of pre-planning can save a lot of heartache for those we leave behind. What control do you have over your assets when you pass? It’s an interesting thought that most people don’t like to dwell on, however, with more wealth being created through superannuation funds, it’s a thought that will require action at some stage – and the sooner the better.

It is often said that death is final. However, a grieving family knows only too well that the death of a loved one can trigger events that may drag on for years afterwards, especially when it comes to sorting out the estate of the deceased person. Outlined below are some suggestions that may help reduce the burden on those you leave behind.

  • A Will
  • An Advanced Health Directive
  • Powers of Attorney
  • Enduring Powers of Attorney
  • Guardianship of children
  • Nominations of beneficiary
  • Instructions not covered by an estate

Making It Easy

The list above covers a lot of the most important things to consider, however, professional advice should be sought to tailor your estate planning arrangements to your unique individual circumstances. If your family situation changes, be sure to seek professional advice to update your estate plan accordingly. Then you can get on with living your life.

RJS Wealth Management Advisers can help ensure your estate passes to your chosen beneficiaries by identifying potential issues which could adversely impact your desired distribution. The Planning team works with a range of estate planning professionals to ensure your wishes are actioned appropriately.

Call us today to make an appointment with a planning expert to discuss your Estate Planning needs.

For more information on our services, CLICK HERE.

stay in touch

Enter your email below to receive
our latest resources and tips.

By clicking Sign Up you're confirming that you agree with our Terms and Conditions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Professional Sportspeople

Download

Estate Planning

Download

RJ Sanderson - We speak your language

Download

Testimonials

I wouldn't go anywhere else to get my tax done. They always get me the maximum refund possible. From reception right up to the Managing Director, they are always professional, courteous and helpful.

Sean

We had the pleasure of meeting Katrina Pulbrook. She was very welcoming, and was able to express her vast array of knowledge in ways we can understand, which really helped us to be able to make informed and considered decisions.

Dianne

RJS Wealth Management has provided us with excellent personal service. Above all, they genuinely care about our financial future and are always there for us whenever we have a question - big or small.

Christine

I have been using R J Sanderson for business and personal tax and accounting. I have found them to be very diligent and professional in guiding me through the tax maze. Thank you guys, keep up the great work.

Pasquale Monteleone

I have been a client of R J Sanderson Dandenong for 10 years now. Every year without fail, there are changes to tax rules, the team at RJS are always aware of these changes and make submitting my return stress free.

Stuart Creighton

Whenever we require assistance with any accounting matter, we receive immediate support. We have been with the practice from the day it started and have never had any issues with service, capability and performance.

Dug Pomeroy

I have been with R J Sanderson for over twenty years and the team is always ready to help and quick to respond to any questions or requests.

Andrew Stewart

Contact us

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.