Planning your legacy
Estate planning is an essential component of your overall financial plan. It involves not only deciding how your assets are to be distributed, but also having the correct financial structures and arrangements in place to tax-effectively protect your family's interests.
An estate plan is a comprehensive plan that is effective during your lifetime and is not just for when you pass away. It can involve Powers of Attorney, family trusts and tax-effective structures and strategies to protect your interests and those of your dependents.
At Breakwater Financial Planning, we can address different estate planning considerations to help ensure that you have the most important things covered.
To find out more about our approach to estate planning, please contact us today.