Estate & Legacy Planning
Your business is more than what you do — it’s the people and systems behind it. I offer tailored insurance solutions to protect key personnel, support employee well-being, and manage business risks. Whether you’re a startup or a growing enterprise, the right coverage keeps your operations resilient and your future secure.
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Build a Legacy That Lasts Beyond a Lifetime
Estate and legacy planning isn’t just about passing on wealth, it’s about protecting your loved ones, preserving your wishes, and creating peace of mind for the future. Anyone who has dependents, assets, or personal values they want to pass on can benefit from a well-structured estate plan.
I work with individuals and families to create clear, thoughtful strategies that help you decide how your assets will be managed, distributed, and protected — both during your lifetime and after. This includes assistance with:
Will Writing – Ensuring your wishes are clearly documented and legally valid.
Trusts – Setting aside assets for children, dependents, or specific purposes with control and flexibility.
Insurance Nomination Planning – Aligning your policies with your estate intentions to avoid confusion or delay.
Lasting Power of Attorney (LPA) – Appointing someone you trust to make decisions on your behalf if you become unable to do so.
Special Needs Planning – Making long-term care arrangements for dependents who require lifelong support, including guidance toward services like SNTC.
A good estate plan goes beyond technicalities — it reflects your values, protects your family from disputes, and gives them clarity when they need it most. Whether you're starting early or catching up, I’ll walk you through each step with sensitivity, transparency, and practical guidance.
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