Estate Planning


What is Estate Planning and why do you need it!

Estate Planning is the process of anticipating and arranging, during your lifetime, for the management and disposal of your estate during your life and after death.

This means you planning in advance now to ensure that your estate is maximised to pass too those whom you choose, and that maximum estate value is passed to your loved ones.

Timely Estate Planning can also increase the value of your estate by reducing or even eliminating taxes and other expenses.

The ultimate goal of Sarah and I as experienced Estate Planners is determined by your specific goal and may be as simple or complex as your needs dictate.



Contact us, we are here to help.

15 July 2020

The views expressed in this blog do not in any way constitute advice and are specific to the date noted. As time passes the facts can change and readers should consult their adviser for up to date advice on any matters covered within the blog. Invest Southwest offers an initial review, which is free of charge, however long it takes. From this we will be able to confirm how we can help and give you an opportunity to decide if you would like us to. Thereafter, we will provide you with detailed recommendations and exact costs. Please note that we promise not to levy any kind of fee unless we can demonstrate a benefit to you.

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