Today, financial planning doesn’t just stop during your life – and it shouldn’t. It extends to how your property gets managed and distributed to beneficiaries after your death or during old age. At Bearded Dragon Finance, we recognise this importance and offer custom services that allow you to safeguard your family and assets.
We understand that it’s not just about making plans for death. Instead, it also concerns considering how your assets should function in some instances. We understand that financial decisions should be made not just in cases of death but also in cases of emergencies and disabilities.
As such, we provide a team of financial advisers that work through your financial circumstances, family size, and family structure to provide the best estate plan. We ensure that you can protect your family and loved ones in the future.
To reach the best decision on your behalf, we also consider a myriad of factors. They include:
Our service offerings include:
At Bearded Dragon Finance, we offer broad expertise in each of our offerings. We have seasoned professionals who have considerable experience in the administration and planning of over a thousand estates. We ensure you have our team safely guiding you through the emotional and technical elements of the plan.
We don’t just stop there. We come in as your long-term adviser and partner. You can always rely on us to be around when there are changes to your financial situation and needs. We understand that every case is complex and also has the potential to get even more complicated.
So, we stick around ensuring you never experience difficulties. We free you of both the administrative and technical burden.
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What Is Estate Planning?
Estate Planning is quite straightforward. Put simply it’s about planning to have total peace. And this involves putting the right framework, through financial decision so your assets get distributed your way, effectively at that.
Generally, your estate planning can get tailored to various outcomes. They include:
Why Is Estate Planning Important?
Estate planning isn’t just about drafting a will. Yes, you’ll need to have a will. However, estate planning goes far beyond. It covers other areas concerning the transfer of wealth after you pass away. It includes powers of attorney, family trust, and the various tax implications for your beneficiaries.
It also covers situations where there’s a change in family size or family structure before your death, for instance, the birth of a son, or perhaps the birth of a granddaughter. And this is why it’s crucial.
Even more, you stand to gain various benefits. And they include:
So, if you need to safeguard your assets and plan for its transition to beneficiaries, at Bearded Dragon Finance, we offer top-notch and useful solutions to every of your need.
In case you require more information on our estate planning services, you can contact us through any of the means below.
We’ll be waiting for you.