Estate Planning

Estate
Planning 

Your will, your way

Do you have preferences for how your estate is distributed to your heirs?

 

Helping you understand your objectives relating to your estate and its distribution to your chosen heirs is a vital part of financial planning.

At Strategy First we structure this distribution to make sure we find the right balance between flexibility (not controlling from the grave), tax efficiency and asset protection for survivors, as these are often competing factors.

 

Ensuring your estate plans stay current and appropriate while your surviving children transition through their life journey is also important to us. Their journey from childhood, to early adulthood, to mature adulthood is best free from confusion and unnecessary worry.

 

We collaborate closely with legal and tax advisers to ensure all relevant considerations are taken.

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