At MAGAC Financial Planning, we understand that estate planning is not just about distributing assets—it’s about protecting your loved ones and preserving your wealth for future generations. Our experienced team is dedicated to guiding you through the complexities of estate and succession planning with personalised solutions tailored to your unique circumstances.
Estate planning is essential for anyone who wishes to maintain control over how their assets are distributed and minimise tax implications for beneficiaries. It also involves planning for the management of your affairs in the event of incapacity or passing, ensuring your wishes are carried out effectively.
Our Services
Will Creation and Review: Drafting legally sound wills that accurately reflect your wishes and reviewing existing wills to ensure they remain current and valid.
Trust Formation: Establishing trusts, including testamentary trusts, discretionary trusts, and special needs trusts, to protect assets and provide for specific needs of beneficiaries.
Estate Administration: Guiding executors and trustees through the process of administering estates, including probate applications and asset distribution.
Power of Attorney: Drafting enduring powers of attorney to appoint trusted individuals to make financial and legal decisions on your behalf if you become incapacitated.
Beneficiary Designations: Ensuring beneficiary designations on accounts and insurance policies align with your estate plan to avoid disputes and expedite asset transfer.
Why Choose Us?
Our team includes estate planning specialists with extensive knowledge of legal and tax implications. We tailor our estate plans to align with your specific goals, family dynamics, and financial situation and address all aspects of estate planning, from Wills and Trusts to Powers of Attorney and tax strategies, ensuring a holistic solution.