Cover Matters
Protecting your family & assets
starts with knowing your risks
This 90-second assessment helps you identify your biggest risks and whether a Family Trust is right for you.
No jargon.
Just immediate insight and a free 30-minute conversation to walk through your results and point you in the right direction.
A Family Trust can protect your assets, but only if it's suitable for your situation.
Family Trusts are great tools for holding and distributing wealth, but they're not suitable for everyone. They can protect your assets from creditor claims, avoid probate and they give you control over how your legacy is passed on.But if set up for the wrong reasons or at the wrong time, they can be unnecessary, void and cause potential tax consequences.
Unsure if a Trust is right for you?
This quick assessment will help you see if your situation would benefit from a Trust. It avoids uncertainty and you get a tailored next step (with no pressure to commit).
Protect your Family
& Assets with a Family Trust
Take this FREE 90-second Assessment to find out if your require a Family Trust.
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