Protecting family wealth & leaving a legacy with estate planning
We all work to generate wealth and provide security for our families. We all want to ensure that everything that you have strived so hard to achieve is going to be protected in the years to come - even when you are gone. For many people, it’s not just about passing on your wealth that you have created but it is about making sure that all of those wishes are taken care of and is inline with your values.
We understand that this can be a complex area and one of those things that we will put off for another day. However, the reality is we don’t know what tomorrow will bring and being prepared can make a massive difference to your wishes both now and in the future. Estate planning covers a number of areas which are detailed below:
WILLS
Having a will ensures that the people and those things that matter most to you are taken care of in the event that something happens to you and your wishes are taken care of.
ENDURING POWERS OF ATTornEY
Protect yourself by choosing someone you trust to make important financial for you. These include decisions regarding your property or health decisions if you are no longer able to.
FAMILY TRUSTS
Trusts are created for a variety of reasons and they allow you to support the people or causes you care about the most both now and into the future. A family trust is a way to hold and legally safeguard your assets for the future.
GET AN EXPERT ON BOARD
Estate planning is a complex area and one that changes regularly due to changes in New Zealand law. We work with you and can refer you to our professional experts who can help get a structure in place that will benefit you and give you the protection that you deserve.
Who we partner with
We know the importance of having the right estate planning in place and that means having the right partners to work with you. The partners that we use are professionals at what they do and are there for you when your circumstances change.
