Estate Planning
Wealth Management

Estate Planning

When you pass on your money can go to 1 of 3 places: charity, the government or your family. Your estate should allow for an easy transfer of assets free from creditors. It should allow for a self completing plan that offers protection for yourself and any beneficiaries/remaining spouse. Protection of yourself and your loved ones in the event of a major critical illness as well as complete legal transfer of any legacy that you wish to pass on can and should be accounted for in estate planning.

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