Develop a plan to maintain and distribute your assets in the event you’re unable to. A good complete strategy in place will ensure it’s an efficient process with the right people in mind.
Estate planning provides you with the confidence that your assets will be handled correctly long-term.
If you have dependents, you will need to consider how to provide them with financial support, as well as ensuring asset protection. Through estate planning, you can form a strategy that will control how your assets are managed. You can prepare for the future and ensure that your estate and loved ones will be taken care of.
A key part of estate planning will be preparing a will. This legal document will explain how your estate is to be divided between your nominated beneficiaries.
Estate Planning involves listing, and arranging your assets as well as your investments and handling them in a way that is both efficient and effective. At Astonia Private Wealth we will assist you in preparing a strategy that is tailored to your needs.
Our team can help you plan the right strategy so that you know your beneficiaries will be taken care of and your estate will be handled the way you intended.
We can help you create legal agreements including enduring power of attorney to appoint a person you trust to handle your estate and assets or make financial decisions if you are unable to do so.
To learn more about estate planning and how it can benefit you and your family, please make sure that you call our team today. One of our financial advisors will be able to guide you and provide the assurance you need.
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General Advice Warning: The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Disclaimer: Whilst Astonia Private Wealth is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Astonia Private Wealth or GPS Wealth Ltd or any officer, agent or employee of Astonia Private Wealth or GPS Wealth Ltd.