Estate planning involves the organisation of your legal and financial affairs so that your assets are distributed to your intended beneficiaries in an orderly and tax effective manner. At Shield Wealth we highly recommend that you have your estate in order and that all necessary legal paperwork is up-to-date and relevant so that there are no surprises. We have our preferred legal counsel that we work closely with to ensure that all relevant matters are identified and addressed.

Contact us to discuss how we can assist you.