Creating an estate plan, means your children or other loved ones won’t be burdened with making tough decisions on your behalf. At iFinancial, we regard estate planning as family wealth management and protection. We manage succession strategies for wealth down the line and focus on what’s important to you – your family.
In arranging your affairs, it’s fundamental to plan your estate to ensure your assets are inherited by the people you intend, and that they attract as little tax as possible
The iFinancial estate planning process
Identify and prioritise the objectives of your estate
Work through any sensitive issues surrounding family
Asses your circumstances and available options
Develop a strategy and formulate your estate plan
Take advantage of our ongoing review service and adjust your plan as required