Wealth Protection and Estate Planning

wealth protection

Wealth Protection and Estate Planning is more than just making a plan to distribute certain assets to certain people.

A complete Estate Plan will allow you to:

  • Retain control of your assets;
  • Determine who will make decisions on your behalf should you become unable to in the future;
  • Protect and provide for your loved ones, and
  • Build and protect your wealth.

The most essential activity is to talk to a legal professional, who can help out with all parts of estate planning.

Ellerfield Financial Planning has a referral panel of highly qualified professional advisers that can assist you with this complex issue.