Estate Planning

Estate Planning

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. At Fortis Financial Planning we work together with highly qualified estate planning lawyers as well as your Fortis Accountant to ensure that your financial plan, accounting structure, insurances and estate plans are working tax effectively together and in line with your intentions.

We can offer a service where you meet with an estate planning lawyer at our offices, and we can even participate and provide our valuable input on financial planning considerations in these estate planning meetings.

If you would like to learn more about estate planning, please read our Estate Planning Report HERE.

To speak to one of the Fortis Financial Planning advisors, call us on 02 9267 0108 or make an enquiry.

 

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