Wealth Protection & Estate Planning
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.