Estate Planning

Most estate plans are a roll of the dice. An ineffective estate plan may trigger unnecessary taxes and professional fees while causing your loved ones confusion and stress as they mourn your passing.

At Blueprint Wealth Management we focus on designing a comprehensive estate plan which will minimize or eliminate taxes and fees to protect you, your loved ones and your wealth.

We can work with your lawyers or through our legal partners in order to ensure your assets are distributed accordance to your wishes. We will also work together to co-ordinate wills, life insurance payments, powers of attorney and superannuation death benefits.

If you would like more information on estate planning or would like to discuss how we can help you achieve your financial goals please call (03) 9092 0664 or complete our enquiry form.