Estate planning

Estate Planning can be considered more than just making a will. A complete Estate Plan ensures that upon your death, your assets are protected and tax is minimized for your beneficiaries.

Some issues for consideration include:

• ◊ Whether a Power of Attorney is required and if so, who should fulfill the role
• ◊ Existing Assets and Liabilities
• ◊ Special needs or requirements of your dependants
• ◊ Tax consequences of your Assets and whether a discretionary Trust is appropriate