Retirement and Estate Planning

We will help you avoid the troubles so rampant during retirement years e.g. money runs out, through the services we offer.

·         Wills: There are several types of wills. We will help you through the process of writing a will and legalizing it.

·         Trusts: We will help you decide whether it is wise to have your property held in trust and how to set up a trust

·         Insurance: What kinds of insurance are out there and which are applicable to you.

·         Beneficiaries: How do you ensure that your money only goes to those you intended?