Wills & Estate Planning eBook

An effective estate plan means having a Will to determine what happens to your assets after you die, and also planning ahead so your legal, financial and health affairs can be managed if you are incapacitated. Estate planning can also include consideration of the most tax-effective distribution of your assets, strategies to best protect those assets, and planning for business succession and continuity.

By downloading this guide, you will learn:

  • What is Estate Planning
  • Why you need a Will – and what happens when you don’t have one
  • How to choose an Executor
  • When to review your Will
  • How to protect your assets – testamentary trusts
  • How to get help to manage your affairs when you need it
  • Advance care planning
  • What is business succession planning

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