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An estate is the sum total of what you own and owe, including land, house(s), shares, cash, gold, leases. Some assets could be fixed (as in land) or liquid (as in cash) as well as movables (such as cars, Persian rugs and valuable art)
Planning Your Estate is for yourself, now, for when you retire, as well as ultimately for the legacy you leave behind.
Plan to protect what you have built up – and plan to still build up.
A professional Financial Planner / Estate Planner needs to have a broad and sound knowledge of investment, and critical laws affecting estates.
We have a team to help guide you within your plans and budgets. Contact us today.