Our Services
Estate Planning
Estate Planning is often perceived as simply making a Will, sometimes thought of as something to be done in your twilight years. The fact is that this is a very important part of your financial planning. Many people are unaware that in the absence of a Will, State law determines the distribution of most of their assets. This could result in an outcome which may not be what you would have wished for your loved ones and in the worst case scenario could lead to family disputes and tax consequences for the estate.
We realise that people are time poor and at Goh Financial Advisers we use our expertise in conjunction with legal professionals to help you understand what are estate assets, distribution and tax implications. Our ongoing commitment is to help keep your Will updated in accordance with your wishes as your situation changes.
