Estate Planning
Estate Planning That Respects Your Wishes
Estate planning isn’t just about passing on your wealth, it’s about making sure your loved ones aren’t left with unnecessary stress when the time comes. At MacMoney, we help you prepare with care. We work with you to create a clear, thoughtful plan so your assets are protected, and your wishes are followed, down to the smallest detail.
We understand that talking about the future, especially what happens after we’re gone, can feel uncomfortable. But the right planning today can save your family time, legal trouble, and financial strain tomorrow.
We understand that talking about the future, especially what happens after we’re gone, can feel uncomfortable. But the right planning today can save your family time, legal trouble, and financial strain tomorrow.
What Is Estate Planning Really About?
People often assume estate planning is just about writing a will. But in reality, it’s much more than that. A complete financial plan should also cover what happens to your estate, your home, superannuation, investments, business interests, and even digital assets.
Good estate and planning helps ensure:
- Your property and money go where you want them to
- Your loved ones aren’t stuck dealing with legal confusion
- You avoid unnecessary taxes and fees
- You can appoint someone to handle things if you become unwell
- You can support charities or causes important to you
Our Estate Planning Services
We tailor our estate planning services to reflect your life, values, and future plans. Whether your situation is straightforward or complex, we offer practical guidance and collaborate with experienced professionals including your accountant, solicitor, or an estate planning attorney if needed.
Here’s how we can help:
- Drafting or reviewing your will: So your intentions are recorded clearly and legally
- Setting up Power of Attorney or guardianship: Giving someone you trust the ability to make decisions if you can’t
- Planning your super and SMSF: Making sure your retirement savings are passed on correctly
- Establishing trusts: Protecting assets for children, dependents, or future generations
- Minimising tax liabilities: So more of your wealth goes to the people you care about
- Business succession planning: Helping you map out what happens to your business interests
Estate Planning in Australia: What You Should Know
In estate planning Australia wide, every state has its own laws which means that a plan that works in one state may not be valid in another. That’s why local knowledge matters. We help you stay compliant with the law while focusing on what matters most: looking after your family.
If you’ve been Googling “estate planning attorney near me” or feeling unsure about how to begin, we’ll guide you through each step. We’ll also check your plan regularly to make sure it’s still the right fit, especially if you’ve had a major life change like buying a home, getting married, or welcoming a child.
If you’ve been Googling “estate planning attorney near me” or feeling unsure about how to begin, we’ll guide you through each step. We’ll also check your plan regularly to make sure it’s still the right fit, especially if you’ve had a major life change like buying a home, getting married, or welcoming a child.
Why Clients Trust MacMoney
Estate planning is a personal process, and it needs to be handled with care. Our team brings experience, empathy, and attention to detail to every conversation
Here’s what sets us apart:
We’re here for the long run, helping you review and adjust your plan as your life evolves
Here’s what sets us apart:
- We listen first, and offer advice second
- We coordinate with legal professionals to ensure everything is valid and up to date
- We simplify complex issues so you can make clear decisions
- We treat your wishes with respect, and help protect what matters most to you
We’re here for the long run, helping you review and adjust your plan as your life evolves
Let’s Talk About Your Financial Future
Take the first step toward financial clarity and security and schedule a consultation with MacMoney today.
How Estate Planning Fits Into Your Bigger Financial Picture
Estate planning isn’t something that sits off to the side; it’s an important part of your overall financial plan. We take a holistic view of your finances, so we can help you create a future that aligns with your values and goals, not just your assets.
At MacMoney, we don’t believe in one size fits all plans. Everything we do is customised whether you’re a young professional starting out, a family looking to secure their future, or a retiree wanting to get your affairs in order.
At MacMoney, we don’t believe in one size fits all plans. Everything we do is customised whether you’re a young professional starting out, a family looking to secure their future, or a retiree wanting to get your affairs in order.
