Estate Planning is a discipline that will assist you to preserve and transfer your wealth, and manage your affairs to meet your objectives.
Estate Planning is more than having a ‘Will’, an ‘Enduring Power of Attorney’ and ‘Enduring Guardianship’. It is an essential component of a broader financial plan.
Today, Estate Planning considers the strategies, processes and actions to preserve capital, income and values for the individual, their family and future generations. It needs to deal with estate and non-estate assets.
There are specific circumstances which may highlight the need for estate planning advice.
For example, do you have:
If you have one or more of the above issues, we strongly recommend that you contact us to discuss and identify how estate planning can assist you to better manage your affairs.