An Estate Planning Survival Guide
Are You Sure Your Money Will Go To The Right Person When You Die?
You can’t dictate from the grave, but we can help you to create a great deal of certainty that your money will end up in the right hands at the right time.
In this eBook we discuss:
- How to ensure a smooth transition to your loved ones
- Knowing how you own your assets
- Ensuring your beneficiaries have sufficient funding
- Your options for asset distribution
- Using Trust Structures
- Minimising taxes through the transition
- Choosing the right people to administer your estate plans
- Estate Planning tricks of the trade
- Keeping track of your plans