Estate Planning

When the unexpected happens, it is vital that the future of your loved ones is set in stone.

We provide the expertise and assistance for the establishment of a well-crafted Estate Plan, to ensure your current and projected assets are dealt with in accordance with your desires.

Estate Planning involves you, your family, other individuals and in some cases selected charitable organisations. Assets to include in your Estate Plans are: property, shares, bonds, life insurance policies, bank accounts and personal property such as vehicles, artwork and jewellery amongst others.

Durable Power of Attorney

When incapacitated or incompetent, you will need the Durable Power of Attorney that elects another person to manage your financial affairs. We assist with the creation of the legal document, (Durable Power of Attorney), which allows the appointed individual to make financial decisions on your behalf.

For more information, please click below and an Adviser will contact you.

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