Estate Planning

Taking care of your family

Any successful business is the result of hard work, and passing the business on to the next generation may take centre stage at some point. Good estate planning begins early, and Alderman & Associates can help with proven strategies. We also enjoy tried-and-tested relationships with other professionals such as solicitors, which allow you to access a complete estate planning service in one place.

Above all, the advice you receive will never be ‘off the shelf’. Your estate is unique, and what you want to happen is unique. Our focus is on providing a cost-effective service that delivers the outcomes you want.

Services include:

• Review of circumstances and goals
• Talking through ‘what if’ questions
• Proven strategies to protect wealth
• Liaison with other professionals for a one-stop service