There are 2 key preliminary steps in an estate planning strategy, ie:
An estate planning strategy can then identify any risks associated with the current structure, eg personal exposure to business risk or the risk of the wrong members of a blended family (or a hostile family member or the estranged spouse of a family member) benefitting.
The strategy can identify the tools available to achieve the estate planning objectives and the steps needed to achieve a satisfactory outcome. The strategy may also impact on future investment decisions, eg ownership of a family home or an investment portfolio.
Committed to providing an effective and tailored strategy for the individual.