Margot Giangiulio - Estate Planning

  • Tactica

I recently  worked with Daniel when, as part of our annual review process, he identified it had been many years since we had updated our estate planning documents. Life has changed a lot since we prepared our original simple wills and Daniel made the review process much easier by;

  • providing the majority of the key information to our lawyers; and
  • attending the initial meeting to explain our structures and make sure that they were taken into account in the planning process; and
  • reviewing the draft documents and suggesting  changes to ensure that they represented what we set out to achieve.

We valued the whole estate planning process that Daniel project managed and we were very grateful for Dan being proactive in helping us keep on top of our financial affairs. I would certainly recommend Daniel and Tactica if you are looking for a proactive accounting service that continually reviews and improves your  financial wellbeing. 

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