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Estate Planning 101
All the ins and outs; why, what’s involved, the conversations, and a checklist!
An Estate Plan is a pile of legal documents. It is also a comprehensive plan that ensures you and your family can enjoy your ideal lifestyle now, and that when the time comes when you’re no longer around, your family will be taken care of.
The topic of Estate Planning is not at all appealing. Who really wants to think about the time after your passing? The end result, however, is extremely rewarding; knowing that your family’s security is ensured is priceless.
In this guide, we look at the importance of an Estate Plan, the different elements, events that should trigger a review, what conversations you should have with family, the vital components that make up your checklist, and how we can help.
Our first meeting is about getting to know each other. There is no obligation and no fees involved*, it’s just a chat for us to understand you, your situation and what is most important to you in life. If you would like to work with one of our advisers and start your journey to your best life, please get in touch.
* unless you continue through the advice process with us.
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