The Importance of Estate Planning

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Estate planning may not be the most comfortable topic to discuss, however it is an integral part of your overall financial plan. It is much more than having a standard will prepared, estate planning is about having the peace of mind that your assets and affairs will be taken care of should you pass away. An effective plan involves protecting the assets you have worked hard to acquire, which may include your home, investments, motor vehicles or other valuable items, by ensuring they are distributed to your loved ones as per your wishes.  In our latest newsletter, we cover why you need to have an estate plan and review it regularly and what elements make up a complete and thorough plan.  We also explore some of the complexities of what happens to a company of trust if a Director or Trustee passes away.

To read our latest newsletter on estate planning, click here.

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