Protect the people you love
Ensure your wishes are fulfilled
Leaving a legacy by supporting a cause you are passionate about
MAKING A DIFFERENCE BEYOND YOUR LIFETIME
Estate planning is ensuring that if you were to pass away then the people or organisations that you care about, receive your gifts in an orderly and tax-effective manner. In today's world of high litigation, it would be very prudent to be prepared so that your wishes are fulfilled without any obstacles in the way.
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Estate planning is a subject that most don't like to think about, however, estate planning is more than just protecting your assets, it protects your family and loved ones who may need access to your assets to help them cover their living expenses. A well-prepared and executed estate plan can ensure that your wishes are carried out so that the right assets go to the right people at the right time, in an efficient and tax-effective manner.
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Another consideration is a Power of Attorney which is required for people who can no longer make decisions on their own due to physical or mental inability. Whom would you like to make these medical and financial decisions for you? All of this would be discussed with your estate planning solicitor to ensure all the bases are covered.
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There are many strategies and structures that can be used to put your wishes in place. That is why it is important to seek a professional in this field. We will work with you and your solicitor in this matter as we have oversight of your overall finances.
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