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Estate planningEstate 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