Succession Planning

Succession Planning

“The art is not in making money, but in keeping it” Proverb

Although no one wants to think about the eventual day when they will pass away, it is important to put some thought into planning your estate. This type of planning involves writing a will and deciding what you want to happen with your assets when you are gone. At Taylor Brunswick, our dedicated team of experienced advisors can help you with all aspects of your estate planning, including powers of attorney, wills, corporate structures and much more.

When you pass away, your family will be experiencing a great deal of grief and upheaval. You don’t want to add on the additional stress of having to work through disorganised finances. If you do not have a will and a plan for your assets, the distribution of those assets will fall to the responsibility of the government. This means that your assets will likely not be passed down to your beneficiaries in the way that you would like. Also, it could mean that most of what your dependants inherit is eaten up by taxes and fees.

Here at Taylor Brunswick we will be able to provide you with experienced financial advice that is customised to your unique situation. We are dedicated to helping you pass down your assets in the most straight-forward and tax efficient manner possible. We can help you to reduce your taxes and make the most of the value of your estate.

At Taylor Brunswick, we offer an individually tailored approach to your particular situation. Our advice is custom tailored to your specific situation and your needs and we take the time to get to know you and understand what your particular goals and values are. Our mission is to make the most of your estate and to do everything we can to reduce taxes and other expenses. With the right planning, the process of sorting out your estate doesn’t have to be a complicated or stressful ordeal for your loved ones to manage when you are gone.

Peace of mind is priceless and by planning your estate with us you will be able to rest easy, knowing that everything will be taken care of.

To find out more about our succession planning services, feel free to contact us with your questions.

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