Securing your wealth for your loved ones.
While most people understand the significance of wills, many are not aware that it’s just an essential aspect in estate planning. An estate plan refers to a detailed set of documents involving your will, trusts, powers of attorney, life insurance, beneficiary designations and property ownership.
With a comprehensive estate plan, the documents covered are effective during your lifetime rather than only at the time of your passing, and your assets and wealth can be distributed effectively according to your intentions.
At Goldfinity, we will take you through all the aspects that you need to consider, and provide guidance to maximise the value of your estate by reducing taxes and expenses while providing clarity around your wishes.
To find out more about how we can develop an effective estate plan for you, please contact us.