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"When You're Gone" Plan
Why do you spend a lifetime working hard?

For most people the primary aim of their lifelong hard work is to provide a suitable , secure lifestyle for them and their family.
If that is true of you, the valuable assets you accumulate to achieve this aim make up your Estate and are extremely important.

Protect, utilise and benefit from your assets!

Take the appropriate measures by strategically planning your Estate to ensure you retain control over your assets both now and in the hands of future generations.

Do you own a valuable asset, such as land, business, property or a share portfolio?
If you do then it is important that you can have confidence that those assets are protected for the next generation!

What is the "When You're Gone" Plan?

Put simply, it is a generic guide to assist you in implementing an effective Estate Plan that will ensure that your assets pass safely to the people you would like to receive them during your lifetime and after your death, in an asset protective and tax effective manner.

By asking questions such as:

  • Do you have a Will?
  • If you have a Will, have your circumstances changed?
  • Have you ever created an Enduring Power of Attorney?
  • Do you own any assets in a Trust structure?
  • Do you have life insurance or income protection?
  • Do you want certainty over where your superannuation fund benefits are distributed?
We are able to map out an ACTION PLAN that will guide you as to actions you may wish to take and get you on your way to implementing your Estate Plan.

Getting Started

The WHEN YOU'RE GONE PLAN process involves 3 steps:

1. Click on this link Estate Planning Questionnaire to complete the questionnaire and send it back to our office via email - reception@mjbs.com.au, fax - 03 9455 0359 or post - PO Box 444, Heidelberg VIC 3084 (takes you 10 minutes).

2. We prepare your WHEN YOU'RE GONE PLAN report.

3. We meet with you for one hour to discuss your ACTION PLAN and any actions you may wish to take.

Estate Planning is vital for all people.

In virtually all Statements of Advice (SoA's) prepared by financial planners, recommendations are given to Clients to consider either creating or updating their Wills.

However, the vast majority of Clients of an Accounting Firm either do not have a Will or an up to date Will.

Possible reasons that many Clients do not take the steps to meet with a Solicitor to create or update their Wills include:
  • Not enough time in their busy schedules to go to a Solicitor's office
  • They feel the process is too difficult and so they put it off
  • They don't want to face the reality of death and therefore they "stick their head in the sand"
  • They feel that it would be too costly an exercise

As your trusted advisor, we can assist you with your Estate Planning and give you guidance in the directions to take.