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Austen morris associates what are the ways an estate planning consultant can assist you

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Austen Morris Associates Financial Consultants & Advisors Financial management services. Wealth management, mortgages, investments, financial planning, retirement planning, and wealth portfolio options.

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Page 1: Austen morris associates   what are the ways an estate planning consultant can assist you
Page 2: Austen morris associates   what are the ways an estate planning consultant can assist you

If you are having several assets and properties registered under your name, the best thing that you can do is to

consider planning and organizing your properties with the assistance of a professional estate planning consultant. To

you, it may well be too early to concentrate on your family’s future, especially your kids. But, in life, none of us really

know what’s waiting for us tomorrow. So, it is always advisable to better be well prepared ahead to prevent

problems and possible third parties to take undue advantage of any unwanted situation.

Page 3: Austen morris associates   what are the ways an estate planning consultant can assist you

Organizing your assets, particularly the real estate properties, will not only ensure a complete peace of mind for your

family but will also eliminate the risks of crisis in the years to follow. It’s also important to establish a will, especially if

you already stopped working and presently enjoying retirement years. While preparing a will, an estate planning

consultant can significantly assist you in providing legal aid, drafting the necessary terms, conditions as well as allocations based on your personal decisions and

preferences.

Page 4: Austen morris associates   what are the ways an estate planning consultant can assist you

The laborious paperwork can be seamlessly accomplished by an expert lawyer specialized in real estate planning. By

seeking help from a professional real estate planning consultant can surely be of great help in reaching your

intended long term goals in future.

Page 5: Austen morris associates   what are the ways an estate planning consultant can assist you

Handling property appears to be a cakewalk but is easier said than done. An estate planning consultant can provide you with the best possibilities on how to handle your estate, money, and other properties. To make it simple, you can

easily make specific guidelines on who’ll handle your prized assets on your behalf. You may have deposited all your

property documents in a safe custody, but you’ll also have to grant the documents to your beneficiaries. Therefore, the

earliest you plan and organize these, the better will it be for your assets.

Page 6: Austen morris associates   what are the ways an estate planning consultant can assist you

Whereas, in case of filing a divorce, an estate planning consultant can provide much necessary legal assistance and help in drafting the necessary conditions and actions as to what money to pay, where should the money go and which

party should yield the dividends after separation. What makes it even worse, many couples simple forget about the value of keeping their properties for their kids just because

all that they aspire to get is their portion of properties.

Page 7: Austen morris associates   what are the ways an estate planning consultant can assist you

While your closest family members, relatives and friends can also offer valuable suggestions and assistance in such

aspects, it’s still perfect to let the experienced and professional estate planning consultant handle such tasks for

you. This is certainly going to help your family and also prevent possible property disputes in the long run following

your demise.

Page 8: Austen morris associates   what are the ways an estate planning consultant can assist you

Thank You