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Succession Planning

You work a whole lifetime to accumulate your family assets.

Ensuring they go to the people you want is very important.

The advisers at Harness Financial Services can work with you and estate planning experts to build our strategies to ensure your wishes are seen to.

Having a good estate plan may be a well-structured Will and Enduring Power of Attorney. However in many cases it requires more planning and entities to meet your goals.

If you choose to engage Harness Financial Services as your adviser, we will work with you to review and adjust as needed.