Estate Planning

Estate Planning

If you are the owner of assets or life insurance, regardless of your age, marital status or financial wealth, you should make plans for your estate in the event of death or incapacitation.  Failing to create a sound estate plan could leave someone exposed to the additional grief of financial expense. 

At Marquis Financial Planning we will review your individual circumstances and create an integrated estate planning solution.  We will carefully explain the various scenarios your loved ones may be faced with after your death and with a little bit of preparation and maintenance we can help you make the appropriate provisions, to make this difficult time less taxing and avoid unnecessary financial strain.

For further information please contact Marquis Financial Planning on 01908 542575 and one of our consultants will be happy to deal with your enquiry or use the Enquire Now button.