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Estate Planning

Estate Planning

Estate Planning

Anything that you own or anything that you own after your death forms a part of your estate. Some examples of your estate would include –
  • Physical Asset – Real Estate
  • Financial asset – Shares, mutual funds, FDs
  • Digital Assets – Email, website, Facebook page, client data
  • Intangible Assets – Reputation, goodwill, trademark
Estate planning is not only for the very rich. If you have assets, investment policies, risk cover and more than one potential beneficiary, then I can assist you with the planning of your estate and how it will be allocated when you pass away.

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Estate Planning

Do you want to give what you want, to whom you want, the way you want and when you want on your death? Do you want to save every last professional fee? Then think of Succession Planning. Make it a priority to create a will or a trust or a power of attorney. You don’t need to be a particular age in order to start your succession planning. Awareness itself is the biggest thing you can gift yourself today. If you want to know more about this, let’s talk.

Fin Coach
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