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Estate Planning

This the most critical item overlooked by people in business. It involves the protection and future planning of your assets and therefore the assets and financial well-being of your dependents.

It's important to plan your family and business structure early before you have a wealth accumulation and distribution problem.

Planning must take into consideration:

  1. The nature of your business. Especially the risk level
  2. The protection of your assets.
  3. The protection of your dependents and their financial needs.
  4. The tax effectiveness of any plan or structure.
  5. Your future requirements, especially on retirement. Ask yourself "When do I want to retire and what lifestyle can I afford then?"

We can help with the setup and maintenance of family trusts or companies, gifting and general estate and tax planning.

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