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Wealth Succession Planning

A good wealth succession plan contains clear directions of how you want your money managed after you pass away. As not all assets can be addressed in your will, it is important to have measures in place that will help your loved ones gain access to your money after you pass. At Park Lane, we can help you identify which assets can’t be managed through your will and help you direct them to your intended beneficiary.

What we can do for you

  • Super and Pension Wealth Succession.
  • Life Insurance Benefit Succession.
  • Cost effective strategies.
  • Trust wealth succession

    How this Helps you

    We can help you elect beneficiaries for your non-estate assets. We can discuss the cost implications of various strategies to help you give the most to your loved ones.

    Let us help take the confusion out of the estate planning process.

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