Will & Estate Planning

Will & Estate Planning involves making decisions about the distribution of your assets after your passing.

It includes creating a legally binding will that outlines how your property, home and mortgage, finances, and possessions should be distributed.

Estate planning also involves strategies to minimise taxes, designate guardians for minor children, and ensure your wishes are followed.

It's a proactive approach to manage your affairs, including home and mortgage, leaving a clear blueprint for your legacy and ensuring your assets go to the people you want.

Will & Estate Planning is suitable for anyone who wishes to control the distribution of their assets and ensure their wishes are honored after passing.

It's especially important for:

Parents with Minor Children: To designate guardians and provide for the financial well-being of dependents.

High Net Worth Individuals: To manage complex financial portfolios and minimise tax implications.

Business Owners: To plan for the succession or transfer of business assets.

Those with Specific Wishes: Individuals with specific desires regarding charitable donations, end-of-life care, or the distribution of sentimental possessions.

Anyone with Assets: Even if you have modest assets, having a will ensures your wishes are followed.

The best time to engage in Will & Estate Planning is when you're of legal age & of sound mind.

It's a process that can be revisited and updated as circumstances change, such as marriage, the birth of children, or acquiring significant assets, or even purchasing a home and mortgage.

Regular reviews ensure that your plan stays aligned with your current situation and desires.