The best place to start planning for your future is to plan for the end.
- What family values were important to them?
- How would their assets be distributed?
- What legacy would they like to leave their family?
The families had accumulated a myriad of different assets and structures all established for a good reason at the time, more often than not for tax and asset protection purposes. By exploring what it was all for, the intricate web of structures and assets became clear. A new sense of purpose emerged – essentially their Estate Plan.
The first step in establishing your Estate Plan is to explore your own unique family values. Question your values concerning:
Where do your own un-fulfilled dreams lie?
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Preserve and maximise assets;
- Protect yourself and your spouse;
- Protect your children and other beneficiaries;
- Achieve your dreams for you and your family.
To establish direction in your life, make a start on or review your Estate Plan Blueprint, please contact me at Everblue Consulting on 0499976058.
General Advice Warning: Any advice on this site is general advice only and does not take into account the objectives, financial situation or needs of any particular person. It does not represent legal, tax, or personal advice and should not be relied on as such. You should obtain financial advice relevant to your circumstances before making any decisions.
General Advice Warning: Any advice on this site is general advice only and does not take into account the objectives, financial situation or needs of any particular person. It does not represent legal, tax, or personal advice and should not be relied on as such. You should obtain financial advice relevant to your circumstances before making any decisions.