What is Estate Planning? The word Estate in Estate Planning refers not to real estate, but to the whole basket of financial assets an individual acquires during a lifetime. Estate Planning is the entire process of accumulating and preserving those assets and then transferring them to a spouse, ex-spouses or children or other beneficiaries. You […]

  What is Retirement Planning? Retirement can be one of the happiest periods of our lives if we plan for it properly. We are freed from the burdens of daily work; able to pursue hobbies and interests; to travel; to spend more time with our families and friends. That’s the ideal vision of what some […]

What is Estate Planning? The word Estate in Estate Planning refers not to real estate, but to the whole basket of financial assets an individual acquires during a lifetime. Estate Planning is the entire process of accumulating and preserving those assets and then transferring them to a spouse, ex-spouses or children or other beneficiaries. You […]

What are Wills? A Will is a written and signed document, recording and specifying how a person wants his/her property and possessions distributed, and to whom, after his/her death. Many people don’t make a Will. Often, its because as human beings we have psychological difficulty confronting our own mortality. Whilst this is understandable, it is […]