Estate Planning

Estate Planning in Caringbah, Sydney

Do you know how your assets will be protected and distributed after your death? That may not be a pleasant thought, but our Sydney estate planning experts will help ensure your peace of mind with a solid plan to pass your wealth onto the people you love.

What is Estate Planning?

Estate planning essentially determines how your assets will be managed and distributed after your death. It usually includes the creation of a legal will, but may also extend to setting up trusts, minimising estate taxes, managing charitable donations and bequests, and preparing your business for sale or passing it onto the next generation to continue your legacy well into the future.

Why is it important?

Estate planning gives you the opportunity to direct how your assets are used following your death. It provides clear determinations for your loved ones to limit disputes, and works to ensure your family members are not left with a financial burden after you pass.

How can Mannion’s help?

Mannion’s provides expert estate planning in Sydney and beyond. We don’t take a one-size-fits-all approach to estate planning. Our team will listen to your specific directions and assess your financial position to create a plan that will deliver for you. And we’ll be here to help any time you’d like to review or adjust your asset protection and distribution strategy.

About Mannion’s Business Services

Our Sydney estate planning experts are standing by to answer your questions and create a personalised plan that will protect your legacy, pass your wealth onto your loved ones, and ensure your peace of mind. Whether you’re just starting out or starting to think about retirement, it’s never too early or too late to take control of your wealth.

Contact us to find out more about how Mannion’s can assist you with estate planning in Sydney and beyond.

(02) 9531-0999 Contact Us