Maximising Your Estate
One of the primary objectives of estate planning is to reduce exposure to tax liability. Because the tax laws are constantly changing and evolving, relying on an estate plan that is several years old is a bad idea. Doing so can cost everybody a lot of money.
At Complete Financial we remind each of our clients that estate planning is not a once in a lifetime task. Careful estate planning requires constant adjustments as life circumstances change and as the law changes. And the best way to avoid paying the tax man even more of your money is to have an estate plan checkup each year.
Parents of disabled children face unique challenges in planning for their children’s social, medical and financial needs. Planning for the unthinkable allows you to take control of your child’s emotional and financial security. It will also give you peace of mind to know that your child will be cared for in the way you intended.
Many families believe that they have so few assets that an estate plan is not necessary. In fact this can be untrue we often have more assets than we realize, although some assets may become important only after our death. The most notable asset of this type is life insurance. Therefore, whether you consider yourselves a family of substantial means or with little or no assets, Complete Financial can give you peace of mind with all aspects of estate planning.