For individuals, families and businesses
“Good plans shape good decisions. That’s why good planning helps to make elusive dreams come true.” – Geoffrey Fisher
It’s never too early to begin thinking about your legacy and the shape of your estate plan.
Contrary to popular thinking, you don’t need to be a millionaire to have an estate plan. In fact, an estate plan should be an integral part of your ongoing financial planning process.
Why? Because your legacy transcends money. It is the realisation of your values, your dreams, and your family’s future.
At doneyleahy we understand that preparing to plan your estate can be a time consuming, complex personal and often overwhelming process. We invite you to come and discuss things with us, we listen to your thoughts and wishes and we will guide you through the process.
We will help you estimate the value of your estate, take into consideration your current and projected future income, annual expenses, current assets, debts and tax implications.
But estate planning doesn’t end there. We are here to partner with you for years to come. We will review and discuss with you at regular intervals and if necessary, we will revise those plans. So that when there is a need, the transfer of assets will be a smooth and painless transition.
We care about your legacy as much as you do.
When you sleep peacefully, we are happy that we have done a good job.