Rethink Reshape Retire

 

Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?

Rethink Reshape Retire

 

Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?

Rethink Reshape Retire

 

Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?

Image of estate planning

Rethink Reshape Retire

 

Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?

Estate Planning eBook

Protecting your family and your legacy

Introduction

Estate planning is the process of arranging your assets and financial affairs in a way that ensures the transfer of your assets to your beneficiaries in accordance with your wishes and in a tax-effective manner.

Although it may seem like a clinical and objective process, the aim of estate planning is to minimise any potential conflict and emotional heartache for those who are left behind after you’re gone. In addition to making the necessary arrangements to care for your loved ones, an effective estate plan also includes provisions for your own comfortable lifestyle in your twilight years.

An estate plan typically includes a legal will, as well as other documents that reflect your wishes such as how you would like to be cared for medically and financially, should you become unable to make these decisions on your own in the future.