Estate planning involves strategically arranging for the management and distribution of your assets in the event of death or incapacity. In basic terms, it is about ‘getting your affairs in order’.
An effective estate plan addresses all types of assets, prepares for unexpected future events, and minimises the tax burden on your beneficiaries. It typically includes the following considerations:
Estate planning can be complex, but it's crucial to get it right to help your family avoid potential legal or tax issues—especially as regulations evolve over time. Our team at Parallax can offer a review of your current estate plan or help guide you through the process of creating one.
Estate planning is an everlasting gift you can give your family. Contact our team and start making plans on your terms today.
