ESTATE PLANNING & ANALYSIS
Estate analysis and planning is the core of quality financial advice.
Each of us has an estate, whether it is a cell phone, car, house or investment. Most of us also have liabilities or debt such as credit card debt, a mortgage or a personal loan. Estate planning and analysis takes the following key points into consideration:
● Estate liquidity
● Debt provision
● Capital provision
● Trust planning
It goes without saying that estate planning and analysis is a complicated matter, which is why you should ask your independent financial advisor for advice and assistance in ensuring that it is done correctly.