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What Is Estate Planning?


What is Estate Planning? Estate planning is the process of accumulating, preserving and distributing assets. to achieve the financial goals of people during their lifetimes, and to provide for their heirs according to the estate owner’s wishes at death. As such, estate planning is not a one-time event. Instead, it is an ongoing process designed to accomplish accumulation, preservation and distribution objectives, both during your lifetime and after your death. Estate planning objectives Accumulation Estate accumulation objectives involve accumulating assets and net worth during your lifetime by systematically channeling money into savings insurance and investment plans.

Preservation Estate preservation objectives include protecting your ability to earn an income during your working years and planning to minimise and offset estate shrinkage at your death. Distribution Estate distribution objectives deal with identifying and implementing the tools and techniques that will distribute estate assets to your heirs in an advantageous manner that is consistent with your wishes.

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This information stated herein is provided for illustrative purposes only to provide an example of our firm’s process and methodology. Past performance is no guarantee of future results. The results portrayed in these case studies are not representative of all of the firm’s clients or the clients’ experiences. Different types of investments involve varying degrees of risk, and actual results may vary materially than those portrayed herein. Therefore, it should not be assumed that the future results of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the firm) will be profitable or equal the results portrayed herein. An individual’s experience may vary based on his or her individual circumstances and there can be no assurance that the firm will be able to achieve similar results in comparable situations. No portion of our resources is to be interpreted as a testimonial or endorsement of the firm’s investment advisory services and it is not known whether the clients referenced approve of the firm or its services. The information contained herein should not be construed as personalised investment advice. Please contact us for additional information with respect to the strategies and/or investments described herein.

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