Estate Planning & Insurance Needs
Estate planning is a process which involves people - your family, other individuals and, in many cases, charitable organisations of your choice. It also involves your assets (your property) and the various forms of ownership and title that those assets may take. And it addresses your future needs in case you ever become unable to care for yourself.
Through estate planning, you can determine:
- How and by whom your assets will be managed for your benefit during your lifetime if you ever become unable to manage them yourself.
- When and under what circumstances it makes sense to distribute your assets during your lifetime.
How and to whom your assets will be distributed after your death. - How and by whom your personal care will be managed and how health care decisions will be made during your lifetime if you become unable to care for yourself.
Estate planning is not as simple as writing a Will. It can involve financial, tax, medical and business planning. A Will is part of the planning process, but you will need other documents as well to fully address your estate planning needs.
Please refer to our Insurance page for more detailed information.
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