WHY IS ASSET PROTECTION &
ESTATE PLANNING IMPORTANT?
Asset Protection and Estate Planning ensures that …
The appropriate assets are
E.g. Will there be enough assets to
pay off your debts and care for your
With the appropriate people
E.g. Will unnecessary tax be paid? Are
you sure your assets will go where you
want them to?
At the appropriate time
E.g. Could your children receive their
inheritance before they are mature
enough to cope?
The key to good protection is the right amount of money, for the right person, at the right time.
How does the facilitation process work?
As facilitators, we will work closely with your team of advisers (accountants, lawyers etc) to coordinate an asset protection and estate plan specifically tailored to your family. Our unique process allows us to coordinate funding and legal solutions in a timely and cost-effective way that ensures you can focus on what you do best.