Estate Planning
We help you build an estate plan that protects your assets, honours your wishes, and supports your loved ones.
Protect what matters the most
Plan with clarity — protect what matters most.
Estate planning is one of the most important aspects of asset protection. While creating and implementing a will is a key part of the process, there are many other important considerations to ensure your affairs—and those of your family—are properly managed.
At Kinetic Wealth Management, we help you put the right structures in place to protect your assets, honour your wishes, and support your loved ones—now and in the future.
What is Estate Planning?
Many people don’t fully understand what estate planning involves or how it protects them. Engaging a financial adviser and solicitor with estate planning experience is crucial to identify potential issues and provide guidance on how to structure your and your family’s affairs.
Beyond a will, important components of estate planning include:
- Testamentary Trusts
- Powers of Attorney
- Guardianships
- Executors
- Taxation
What is My Estate?
Your estate consists of everything you own, including:
- Your home and property
- Furniture and personal possessions
- Vehicles
- Business interests
- Investments and superannuation
- Bank accounts
Keep in mind that your debts and liabilities are also part of your estate.
What Happens If I Don’t Have a Plan?
If you die without a valid will (known as dying intestate), state laws decide how your estate is distributed—often against your wishes. This can lead to unintended asset distribution and unnecessary tax liabilities for your beneficiaries.
A will alone may not cover all assets, such as superannuation, trust assets, or jointly held property. Without a comprehensive estate plan, your loved ones may face confusion, delays, and extra costs.
How Can Estate Planning Help Me?
Protect your assets and reduce stress for your family and friends when the inevitable happens.
Minimise tax and safeguard your wealth.
Tailor your plan to your family circumstances—whether you have young children, grown-up children, or dependents requiring special care.
Appoint legal guardians for minor children.
Ensure financial provision for children, grandchildren, or other relatives.
Address complex family dynamics, including in-laws or beneficiaries needing special management.
Update your will and nominate trustworthy executors.
Manage non-estate assets such as jointly held property, family trusts, superannuation, and private companies, which often require additional planning.
Establish trusts or structures for beneficiaries with special needs or significant charitable gifts.
FAQ
What is estate planning, and why is it important?
Estate planning is more than just writing a will. It ensures your assets are protected, your wishes are carried out, and your loved ones are cared for—both during your life and after.
