Estate Planning is to prepare to transfer your assets to others upon your death.
Unfortunately, many people spend more time planning holidays than planning their estates. This is where we can help. We understand that these are difficult questions to answer but we know which questions need to be asked. We will spend the time exploring your wishes and create a plan for you.
The estate planning process will allow you to specify where each of your assets goes upon your death. This involves deciding who the beneficiaries will be, what each will get and how to transact those transfers whilst understanding and potentially reducing the tax consequences.
Without a comprehensive estate plan, your assets, what you have worked so hard to create could be lost or given to unintended beneficiaries.