Estate Planning

Effective estate planning is a must for most doctors and dentists. Having worked hard and long to develop their wealth, our clients insist that their affairs be in order when the time comes for that wealth to pass to the next generation.

Happily, estate planning is not brain surgery – it is a simpler concept by far. Most people make use of one of a few well-thought through estate planning options. So, to save our voice and your time, we have developed The Doctor’s Guide to Estate Planning. This guide contains information about estate planning that will be relevant for 95% of our clients. We encourage you to read the guide so that you can better understand the whys and wherefores of our estate planning advice.

What’s more, please make this guide available to your executors and other interest people, as it will save them time and money when the time comes for their services to be required.

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