Estate Planning

Estate Planning is about formally deciding while you’re still healthy how you want to be looked after if you become ill or die.  It’s about protecting your assets to maximize the inheritance for those who you love.   It’s about a fair distribution of your wealth according to your wishes.  It’s about long term planning for family members with special needs. It’s about guarding against business claims from business creditors or past relationships.

Estate planning starts with a conversation, a conversation with your financial planner, your solicitor and most importantly with your family.

Start the conversation now with your financial planner about your estate plan and protecting your family.

Book a free consultation with our Fiducian Financial Planner.

Source: https//www.fiducian.com.au

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