Estate Planning

Safeguard Your Legacy for Loved Ones

Estate Planning

Having a plan in place can benefit you and those you leave behind.

At Mc Naught & Co we take the time to get to know you. Together we can plan for your estate to ensure all liabilities are taken care of in the most efficient way while gaining a clear picture of how your assets will be shared. We value and uphold your word while guiding you through the process with sound tailored advice.

Planning your estate:

Our practitioners will provide you with expert advice and service when planning your estate:
Estate planning phase
Drafting documents
Administration and finalisation of deceased estates
Book a Consultation

FAQs

No, estate planning is not only for the wealthy… The most common misconception is that people think their estate is not large enough to warrant proper planning. But when it comes to estate planning, size doesn’t matter. Even individuals with smaller estates can benefit from knowing their affairs are in order.
There is also the mistaken belief that estate planning is a costly exercise and a tedious process. Let us show you how having a plan in place can benefit you and your loved ones. It’s less costly than you think.
It all begins with a personal balance sheet. A list of your assets and liabilities sets the foundation for deciding your beneficiaries, their share and what debts will be settled. Once this is complete we move to structure your estate and begin drafting the relevant documents.
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 Mc Naught & Co. All rights reserved. •  PAIA Manual  •  Designed by Outlook Orange and developed by Creation Labs
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