Estate Planning

Estate Planning is all about protecting and transferring your wealth to your next generation. It is done with the help of wills, trusts and other strategies. Sykes & Ray Financial Planners help you answer the following questions:-

  • Do I need a Will?
  • How do I create a trust?
  • Who is an Executor? What does he do?
  • Who should be the beneficiary of my Will?
  • How do I make a Will?
  • How will I ensure that my estate planning is tax efficient?

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