When it comes to financial planning, it is important to know that the law has evolved to recognise all family dynamics.
When planning your Estate, Dobbrick Financial Services acts as an advocate and central coordinator. We help you to integrate the services of aligned professionals whose contributions may assist in the preservation of your wealth today, as you plan for its legacy tomorrow.
A misunderstood fact is that not all assets are controlled by a will; a will only addresses Estate assets. An Estate Plan ensures that the ownership and control of all of your assets passes onto your beneficiaries and that the transition of assets is tax friendly and as smooth as possible.
A little planning can make sure your assets are used in ways that are consistent with your wishes.