|
Estate planning involves the use of ‘tools’ such as wills, powers of attorney, jointly made agreements, the use of trusts and other legal agreements, to ensure your assets are distributed as per your wishes upon death.
Estate planning requires an initial and on-going service to ensure your objectives are appropriately established and continually monitored so your wishes remain relevant.
Our estate planning service involves:
Identifying:
- your need to establish a will, power of attorney etc. in consultation with your solicitor and/or accountant to develop your estate planning strategy.
- issues by creating awareness to problems that might arise during your lifetime or after death if estate planning tools are not in place.
- complex situations that require well integrated and coherent strategies, for example business succession planning and taxation issues.
Reviewing:
- your estate plan to ensure it is still current. If your circumstances have changed we recommend an update.
Service:
- Offer financial planning services, if appropriate, to the beneficiaries of your estate.
|
