It is essential to have a comprehensive understanding of your current personal, financial, and legal position, as well as any areas where you or your assets may be vulnerable whether during your lifetime or after your passing.
Identifying potential exposures now allows you to take proactive steps to protect your estate, preserve your wealth, and ensure that your intentions are clearly documented and legally enforceable.
Proper planning not only provides peace of mind but also minimizes the burden on your loved ones in the event of incapacity or death.