Estate planning what to include - LifePath Financial Planning 3

Estate planning: what you need to know.

Estate planning involves much more than having an up-to-date will. It is important to ensure that your assets are distributed in the most effective manner and without adverse tax consequences for your beneficiaries. What is estate planning? Estate…
estate planning steps to get it right

Estate planning: How to get it right

You’ve worked hard to build your wealth over the years. Now you can have peace of mind by ensuring your loved ones are taken care of. Here’s how: 1. Start with a Will Drawing up a Will is the safest way of ensuring your estate assets will…