Estate planning is far more than simply making a will.
Estate planning involves formulating and implementing a personalised plan to:
- maximise the wealth inherited by family and loved ones
- protect inheritances from financial risks and relationship breakdowns
- ensure wealth held in superannuation, businesses and family trusts ends up in the right hands
- avoid costly litigation and family disputes
Regular review of the estate plan is essential.
Estate Planning protects your wealth and your family.
For further information you can request a copy of Vince Bailey's booklet entitled
'Estate Planning - Why I should do it?'