Why is estate planning important?
Because it ensures…
the appropriate assets are…
- eg. Will there be enough assets to pay off debts and care for your family?
with the appropriate people…
- eg. Will unnecessary tax be paid? Are you sure your assets will end up with the right people?
at the appropriate time.
- eg. Could your children receive their inheritance before they are mature enough to cope?
Estate planning is for anyone:
- With or in control of assets,
- With family, or,
- In business
10 Things To Consider In Your Estate Plan
Estate Planning Checklist
What does good Trust management involve?
Testamentary Discretionary Trusts
Why have a trust?