ESTATE PLANNING
Estate Planning is not simply about having a Will.
We focus on your estate going to the right person in the right way. Ensuring we are catering for taxation effects for those we are leaving behind.
It is about ensuring;
- someone is able to make decisions on your behalf should you not be able to
- your wishes are carried out in your absence
Estate Planning is about protecting the assets that client’s have worked so hard for
We all want to ensure our family is taken care of in our absence, however, many of us are inadvertently leaving a headache for our family by not having a properly drafted will.
You could be leaving funds to beneficiaries who will be forced to pay a tax bill thanks to your generosity!
In addition, it is important to think about those assets that are not covered as part of your Will or Estate and ensure that you have named beneficiaries correctly.
Estate Planning is also about ensuring things are taken care of whilst you are still living, however, may not be able to make decisions.
Appointing the right person to do this on your behalf is an important aspect and can be done via Powers of Attorney, such as Medical or Financial.
Together, we work through your thoughts and wishes and apply available strategies to achieve them. We then refer you to a solicitor to draft the legal documents.
HOURS
Monday - Friday
9am to 5pm