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?