Estate Planning

At some point, we come to the realization that we will be absent from the lives of our loved ones, this happens either through our demise or incapacity. Estate planning is where we ensure that our loved ones are financially protected, that there is no unnecessary leakage of wealth over what was painstakingly built up over a lifetime and if there is a legacy, that legacy is continued on.


Importance: High
Cost: Medium
Advantages: Liquidity for your beneficiaries; financial security for your loved ones

Recommendation: Mandatory A life insurance policy is an integral component of estate planning as a good policy can provide liquid funds to meet the debts of one’s estate or simply provide for the family before the estate can be distributed. These funds can be paid by the insurer to the executor of the estate or proper claimants without the need to wait for probate or letters of administration. Let our insurance partners assist you in putting a comprehensive plan together for you now. Click here to let us put you in touch with the experts!