Estate Planning
Cardinal Financial Services works with its clients to ensure that wealth and assets are transferred efficiently, tax-effectively and importantly according to the wishes of our clients in the event of death.
Effective Estate Planning is not only about older generations passing on wealth to their chosen beneficiaries, but importantly that premature death is also managed appropriately. The financial impact of a poorly managed estate can be quite severe, cause undue stress and hardship on beneficiaries and eventuate in the wishes of the deceased not being followed.
At Cardinal Financial Services we work with our clients in areas such as;
• Ensure an appropriate Will and Estate Plan is in place
• Advice on appropriate Trust structures
• Ensure our clients have identified suitable Estate Executors and Guardians
• Leaving money to charity
• Business Succession Strategies
• Ensuring Estate Planning is linked to an appropriate Personal Risk Management Plan
Discussing death can be difficult for many people. At Cardinal Financial Services we aim to assist our clients through this important but uncomfortable component of their Financial Plan