Description
Estate planning isn’t just for pre-retirees. Learn about the key pillars of estate planning, how it works to protect clients across various scenarios, and why it’s important to get estate planning set up sooner rather than later.
Introduction
Many people think that Estate Planning is only for people who are close to retirement, especially if we fall into the trap of thinking that Estate Planning is just about getting a will. But did you know that Estate Planning addresses key protection strategies whilst you’re still alive? It doesn’t matter who you are, Estate Planning is for everyone.
What are the key pillars of Estate Planning?
Estate Planning is all about making sure that you get the choice as to what happens to you and your assets – whether that’s if you need someone to make decisions on your behalf, or you pass away and your estate needs to be divided up.
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