Estate planning is one of the most important components in regard to asset protection but also one of the most misunderstood.
Many people simply don’t understand exactly what Estate Planning is and how it applies to them, but more importantly how it protects them. Engaging a solicitor with estate planning experience is crucial to identify the issues and provide guidance as to how to structure your own and your family’s affairs.
Whilst creating and implementing a will is an important part of Estate Planning there are many other aspects that need to be considered such as:
The Omniwealth legal team can help you and your family work through the issues that need to be addressed, if you wish to have your assets protected and wishes respected in the event of your death or incapacitation.
For a non-financially minded person like myself, Aaron's advice was given in a way that I understood and trusted.
We had a great experience with Omniwealth. It was made simple and easy and without the hassle of dealing with all the hoops and forms you need to jump through. I would recommend Omniwealth over and over again as they are interested in actually helping you and breaking down barriers as opposed to putting up walls when it comes to the big banks.
A lot of time was invested in us making sure that we fully understood what it will take to reach our goal of a nice income in retirement