As you move into retirement it’s important to have an estate plan in place. While a valid Will is the cornerstone of an estate plan, it is merely the first step. There are many other issues you need to consider, particularly as you get older. For example, formalising your personal health wishes so that, in the event you become mentally incapacitated, there is a record of your wishes.

How we can help you
At Crabtree Private Wealth, we can assist you to plan your estate properly. We will work with a reputable and qualified estate planning specialist to ensure that your wishes are met, and that the efficient transfer of your wealth to the next generation is completed.