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Estate planning

How can you ensure you have control over your assets even if you are not around to see it?

Estate planning is about passing on your estate to your preferred beneficiaries in a tax effective manner. This is the most commonly overlooked area in financial planning. Yet it could cost your beneficiaries dearly if not done properly.

An effective estate plan will help ensure that your assets will be distributed to your beneficiaries according to your wishes and not at the direction of the courts.

A Will is a legal document that sets out your wishes as to how your estate assets are to be distributed after your death – if you do not have a Will, you are said to have died “intestate”.

Intestate estates are dealt with and distributed in accordance with individual state laws. It is a common misconception that if you are married, everything goes to your spouse, but this is not the necessarily the case.

Contact Us

Contact us to review your Estate
Planning to distribute your estate
to intended beneficiaries