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"The greatest gift is the power to estimate correctly the value of things"
(Francois, Duc de La Rochefoucauld) |
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Manage Wealth for Your Future, and Theirs.
With extensive experience in trust and estate planning for individuals and their families, New Frontiers Wealth Management, in conjunction with your solicitor, offers a valuable perspective for your unique circumstances.
It is vitally important to properly structure and regularly review your estate plan to be sure it addresses your family's needs.
• Create (and update) your Will.
As the essential component of your estate plan, your Will is a primary document for transferring your wealth upon your death. Time spent now deciding how you wish your legacy to be passed on to your heirs will avoid problems for you heirs later.
• Review your estate plan.
Lifestyle changes trigger a need to review your estate plan. Changes in marital status, having or adopting children, changing jobs, and moving are good times to consider a reassessment.
• Choose your executor.
Settling an estate is a complex process that often spans many months. Choosing an executor or personal representative who is knowledgeable and will be available to settle your estate is important to your peace of mind as well as the security of your loved ones.
New Frontiers Wealth Management Advisors provide complete services for the settlement of your estate, ranging from tax preparation, to asset management, to estate administration. Our experts will decipher changes to probate and tax laws to minimise the tax consequences and maximise the value of the estate you pass on to your heirs. We’ll also work with you and your solicitor to regularly review your plans to make sure they are still the most appropriate for you.
