Most of us work hard all our lives to accumulate wealth for our families and ourselves. Many people, perhaps with a financial planner’s help, devote time and effort to managing their finances, saving money, making investments, and accumulating assets.
Yet sadly, many people neglect to make the right arrangements so that when they die or become unable to manage their own affairs their accumulated lifetime’s wealth goes to the right people at the right time.
While having a valid and up-to-date will is the principal element, there is far more to estate planning than just preparing a will. The first step is to get professional help from a suitably qualified financial planner.