The best place to start planning for your future is to plan for the end.
- What family values were important to them?
- How would their assets be distributed?
- What legacy would they like to leave their family?
The families had accumulated a myriad of different assets and structures all established for a good reason at the time, more often than not for tax and asset protection purposes. By exploring what it was all for, the intricate web of structures and assets became clear. A new sense of purpose emerged – essentially their Estate Plan.
The first step in establishing your Estate Plan is to explore your own unique family values. Question your values concerning:
Where do your own un-fulfilled dreams lie?
Preserve and maximise assets;
- Protect yourself and your spouse;
- Protect your children and other beneficiaries;
- Achieve your dreams for you and your family.
To establish direction in your life, make a start on or review your Estate Plan Blueprint, please contact me at Everblue Consulting on 0499976058.
Disclaimers & Disclosures
Geoff Ivanac is a Sub-Authorised Representative (No. 000309751) of Barsden Private Wealth Pty Ltd ATF The BPW Trust (ABN 41 153 930 799) trading as Barsden Private Wealth. Barsden Private Wealth is a Corporate Authorised Representative No.416315 of BPW Licensee Services Pty Ltd (AFSL 484 198).
The information provided on this website has been provided as general advice only. We have not taken into account any particular person's objectives, financial situation or needs. You should, before acting on this information, consider the appropriateness of this information having regard to your personal objectives, financial situation or needs. We recommend you obtain financial advice specific to your situation before making any financial investment or insurance decision.