Financial Planning for the transition of your wealth
You have worked hard to build your assets and wealth over your lifetime. Just as a financial planner can assist you to grow your wealth, they can also help you plan for the smooth transition of your wealth for the maximum benefit of your beneficiaries. This involves a detailed review of your estate's planning goals, family circumstances and current assets and liabilities, and the existing legal and moral obligations you may have, often resulting in recommendations that may result in further discussions and considerations but may ultimately be included in your estate planning documents.
Your basic estate planning documents include a Will, an Enduring Power of Attorney and a Personal Directive.
Your basic estate planning documents include a Will, an Enduring Power of Attorney and a Personal Directive.