Estate Planning
Effective estate planning protects the wealth you have built over your lifetime so that it is distributed according to your wishes.
Estate planning encompasses more than just having a valid will, your estate plan should also take into consideration how your assets are held for example are your assets held in your name or jointly with others? Do you have to consider a business? Would it be prudent to put trust structures in place? Do you have powers of attorney in place to act on your behalf?
In conjunction with you and your solicitor your Avery Gibson Financial Services financial planner can make sure that your estate planning needs are thoroughly addressed.
It is also very important that your estate planning needs are reviewed regularly or whenever your personal situation changes.
