Leave a legacy for your loved ones you can be proud of.
No one wants to consider a time when they’re no longer around, but taking some time to consider how your loved ones will be taken care of, how your estate will be managed when you’re gone and how your legacy is protected for future generations is an important part of financial planning. It’s important to ensure that your Will is kept current as your family and assets change and mature. You should also make your wishes clear on the possibility of guardianship for your children or who you want to entrust to manage your affairs if you were no longer able. Ensure your legacy is protected.
Leave a legacy for your loved ones you can be proud of.
Protect your estate and the interests of your family.
Structure an estate plan correctly to ensure your final wishes are carried out whilst protecting the interests of your family and beneficiaries in a tax effective manner.
Make and maintain your Will.
Having up to date documentation that correctly reflects how you would like your assets to be distributed and by whom, can save a lot of heartache and distress in the event of your death.
Power of attorney.
Make an informed choice now to ensure your financial affairs can be executed in accordance with your instructions in your absence or if you’re no longer able.
Enduring guardianship.
Nominate the people you trust to make health and lifestyle decisions on your behalf if you’re unable to make them yourself at a point in the future.
Plan for the future of your business.
Discuss the options and put a succession plan in place that expresses your wishes for how your businesses should be managed in the future.
