Investment and Estate Planning Advice for 2011

pass wealthIn today’s rapidly evolving environment, it’s more important than ever to plan ahead for how you will distribute your assets to your loved ones and leave the legacy you envision for yourself.

Investment vehicles and techniques that have existed for several decades are no longer the tried and true solutions they once were. Probate costs are still a problem for most people, but with the right strategy, you can avoid most of them and ensure that your family and friends will not have any problems.

We aim to educate you on how to build up as much wealth as you can while you’re here, and make sure that the ones you love get most of it when you’re not. It’s getting harder and harder to leave a lasting legacy, but with the right advice anyone can do it.

estate planning basicsEstate Planning Basics
Whether you’re just starting to plan your estate, or you need a refresher course, this is where to begin. Includes answers to frequently asked questions and a crash course on buzzwords and legal jargon. Oh boy!
Milford Sound in New ZealandRetirement Planning Checklist
Make sure you take the steps necessary so that you have a wonderful time during your retirement, and still leave some for your loved ones. Check off all the items on this list and you’re well on your way.
moneyLiving Wills & Trusts
Learn how to draft a living Will, how Trusts can help you get what you want now as well as later, and get the peace of mind that sound planning brings. It’s not as hard as you might think.
Milford Sound in New ZealandAvoiding Probate Costs
The government has been taking more than its share of your hard-earned money your entire life. Don’t let the process continue by failing to plan your estate. Avoid excessive probate costs and have the last laugh.
Milford Sound in New ZealandLeaving a Legacy
Once you’ve got your estate in order it’s time to think about how you want to be remembered after you’re gone. You don’t have to be a rock star, sports hero, or billionaire to leave a lasting legacy.
Milford Sound in New ZealandSocially Responsible Investing
Investing in green companies gives warm fuzzy feelings all day. Find out how you can amass more wealth and feel good about the world you’re leaving to your descendants by getting involved in socially responsible investing.

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