Estate planning is all about peace of mind. It’s about making sure that your assets are distributed to your beneficiaries according to your wishes and in the most financially efficient and tax-effective way possible.

First Avenue Wealth can help:

  • Review your existing estate planning documents
  • Integrate your estate plans with taxation, investment, business and insurance considerations
  • Manage the issues associated with a sizeable inheritance
  • Identify the optimal structures for your particular needs
  • Use tax efficient wealth transfer strategies
  • Discuss business succession strategies
  • Support family wealth education
  • Coordinate with your legal and accounting advisers
  • Help with estate and trust administration issues when required

    Estate planning is complex and requires expertise, we can also refer you to an experienced solicitor who will work with you in conjunction with the guidance of First Avenue Wealth.
  • Do you need help managing your debt?

    Contact us to discuss your specific situation and individual circumstances.

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