A will is one of the most important ways you can protect your assets for your loved ones. No matter your age, everyone should have a will, even if you don’t believe you have many assets. A will provides peace of mind that your obligations will be met and your wishes carried out.
A trust is an effective way to protect your assets, but trustees are required to fulfil a number of duties for trust compliance. This is where it’s useful to engage a professional trustee to ensure trust compliance and that legal obligations are met.
Ensure your assets are distributed according to your wishes.
Gain peace of mind that your affairs will be managed.
Make sure your trust is properly managed and administered.
Protect your loved ones at a difficult time.
Avoid paying unnecessary taxes when you pass.
Talk to us for sound advice about making a will or having the right kind of trust for you or your business. We can assist you with forming, managing and administering a trust, as well as providing ongoing advice if anything changes. As we also take care of your financial and accounting needs, we’re best suited to protecting your assets.
Contact the friendly team at Borrie Financial Group Ltd today to find out how we can help you achieve your financial goals.