Securing your wealth for your dependents.
Estate planning is an essential component of your overall financial plan. Not only does estate planning involve deciding how your assets are to be distributed, it also involves having the correct financial structures and arrangements in place to tax effectively protect your family’s interests.
Many people think they don’t need to do any sort of estate planning, as they believe the existence of a simple Will does the job. However, a key difference between a Will and an estate plan is that an estate plan is a comprehensive plan that includes documents that are effective during your lifetime whereas a Will only takes effect at the time of your passing.
With an estate plan, you can establish Powers of Attorney, family trusts and tax-effectives structures and strategies to protect your interests and those of your beneficiaries.
With our guidance, we will take you through everything you need to consider and ensure you have the most important things covered.
To find out more about our approach to estate planning, please contact us.