Parents making way for middle-aged children are one generation; their children another.
Each needs advice – yet different advice.
Parents, especially post-retirement, will hopefully be reaping the rewards of hard-earned gains. Most will be conscious of the necessity for late life planning.
Adult children realise the need for ‘a family chat’. ‘Sorting things out’ avoids heartache later.
A thorough estate plan puts everybody at ease. The combined skills of lawyer, accountant, and financial planner will contribute. And in every instance, super secure Now Sorted will be there to assist.