Estate Planning

Protect your family’s financial future with a comprehensive estate plan.

Does the thought of what will happen to your family financially if something were to happen to you make you feel uncomfortable? Do you have a feeling that your current estate plan could be updated to reflect your current situation but aren’t really sure where to start?

At Abacus Wealth Management, we understand that when you’re busy enjoying life, the last thing you want to be thinking about is what will happen after you’re gone.

Many people think they don’t need to do any sort of estate planning, as they believe the existence of a simple Will does the job. However, a key difference between a Will and an estate plan is that an estate plan is a comprehensive plan that includes documents that are effective during your lifetime whereas a Will only takes effect at the time of your passing.

With an estate plan, you can establish Powers of Attorney, family trusts and tax-effective structures and strategies to protect your interests and those of your beneficiaries.

With our guidance, we will take you through everything you need to consider and ensure you have the most important things covered.

To find out more about our approach to estate planning, please contact us or download our Estate Planning eBook.