Estate Planning
Most people are under the impression that they do not require a will and that their assets will automatically pass to their spouse sadly this is not the case.
Your estate consists of everything you own, your car, your house, your bank account, investments, even your furniture. So no matter how big or small your assets are the reality is when you pass away it still has to be distributed.
The process followed in engaging with Clients is as follows:
- Complete a Needs Analysis
- Identify appropriate solutions
- Formulate a Health Care strategy and underwriting parameters
- Implementation of the agreed strategy
- Ongoing management and assessment
- Ongoing servicing
- Updates on market trends and developments.