An estate planner provides expert guidance to ensure your assets are protected, your wishes are carried out, and your loved ones are cared for. Without proper planning, your estate may be subject to unnecessary taxes, delays, or disputes - professional advice helps you avoid these risks and gives you peace of mind.

Every client’s situation is unique, so we take the time to understand your family, financial circumstances, and future goals. Your plan is then tailored to reflect your values - whether that’s protecting vulnerable beneficiaries, safeguarding a business, or passing on wealth efficiently.

The best time to start estate planning was yesterday, the next best time is now - planning early ensures that your affairs are in order before unexpected events occur. Life changes such as marriage, children, property purchases, or retirement are also ideal points to review and update your plan.

A will sets out your wishes for how your assets should be distributed after your death, while a trust can protect and manage assets during your lifetime and beyond. Trusts often offer greater flexibility, tax benefits, and protection for beneficiaries.

We recommend reviewing your plan every 3-5 years, or sooner if you experience major life events such as marriage, divorce, the birth of children, or significant changes in your financial situation. Regular reviews keep your plan aligned with your current needs and future intentions.