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Estate Planning
Estate Planning
FSG has the right strategy to secure Your Future
How can we help you?
At FSG Estate Planning, we work with you to create customized estate plans that help protect your assets and secure your future. Whether you’re looking to plan how your property is passed on, protect your wealth, or reduce your taxes, we offer clear advice and straightforward solutions to give you peace of mind.
HOW WE HELP
PROBATE SUPPORT
When someone in your family passes away, there are legal steps to follow before their money, property, or belongings can be passed on. This process is called probate, and it can feel confusing or overwhelming. We help guide you through it, ensuring everything is done correctly and according to your loved one’s wishes. From forms to official documents, we’re here to support you and give you peace of mind during a difficult time.
LASTING POWER OF ATTORNEY
A Lasting Power of Attorney (LPA) is a legal document that lets you choose someone you trust to make important decisions if you’re ever too unwell to do it yourself. These could be about money, your home, or even your healthcare. We help you fill out and register this document so it’s legally valid. That way, you stay in control by picking the right person in advance, and your family won’t be left guessing or worrying about what to do.
TRUST REGISTRATION
A trust is a way to set money or property aside for your loved ones, either now or in the future. Trusts can help protect your assets, reduce taxes, or provide for someone not ready to manage money. However, a trust must be registered correctly with the government to make it official. We help you register your trust correctly, ensuring everything is legal and set up to do precisely what you want now and for years.
VULNERABLE BENEFICIARIES
Some family members may need extra care or support due to age, disability, or personal challenges. Planning for them takes extra thought and care. We help you make a plan that protects them financially and legally while ensuring they still receive the benefits or help they need. Whether setting up a special trust or adding instructions in your will, we’ll create a plan that looks after them best, giving you comfort and a secure future.
MIRROR WILLS
Mirror Wills are a simple and effective way for couples to ensure their wishes match and their estate is shared as they agree. If one partner passes away, everything goes to the other, and then to your children or chosen people after that. We help you create these wills clearly and professionally to avoid confusion or legal issues later. It’s an excellent way for couples to plan together and ensure everything is covered for the future.
WILL REVIEW CONSULTATION
Even if you already have a will, checking if it matches your life is essential. Changes like having children, getting married, moving house, or changing the law can affect your will. We offer a will review to ensure your wishes are clear and legally correct. We’ll review your current will together and make any updates needed so your estate is protected and your loved ones are taken care of how you want.
SECURE DOCUMENT STORAGE
Once your will and other important papers are written, they must be kept safe. If they’re lost or damaged, your wishes might not be followed. We offer secure document storage so your legal documents are protected and easily accessible when needed. This means your loved ones will know exactly where to find everything when the time comes. No stress, no confusion. You get peace of mind knowing your most important documents are stored safely and professionally.
OUR APPROACH TO ESTATE PLANNING
At FSG Estate Planning, we take a comprehensive, personalized approach to estate planning. We believe in clear communication, trust, and integrity. Our team is here to guide you through every step of the process, offering expert advice and solutions that give you confidence in the future.
Your Planning Journey Begins
Your Estate Planning Road Map
Your Plan in Motion
HEAR FROM OUR CLIENTS AND EXPERTS
Discover what it’s really like to work with FSG Estate Planning.
READY TO PLAN YOUR LEGACY?
Securing your future and your family’s well-being starts with a conversation. At FSG Estate Planning, we are here to help you protect what matters most.
