STEP 4

STEP 4

Keep your Wealth in your Family “Bloodline”

You’ll receive an “Estate Planning + Personal Asset Protection” Report from us which outlines your options for transferring your family wealth to the next generation. We’ll help you to keep your wealth in your family “bloodline”, rather than possibly having your children lose their inheritance from a failed relationship.

This will get your Will, Enduring Power of Attorney (EPOA), Advance Health Directive (AHD), and other key estate planning documents up to date with your current wishes.

If you’re in business and concerned about your personal assets being at risk, we can help you set up a “Family Protection Trust” and protect the equity in your family home, investment properties and business assets so no-one can take these from you.

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