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We also assist financial planners, accountants,
and lawyers with focussed advice on estate and succession planning

 

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Wills:
There is no such thing as a simple Will

download pdf (75kb) here

During our lifetime, we all go through certain “trigger points” that determine when we should make or renew a Will.

Sometimes the events just seem to sneak up on us, unprepared, so don’t wait for the warning signs.

Making an appropriate Will that is kept up-to-date is important at any stage of your life. It is particularly important that you make a Will if you are at all concerned about who will receive your assets after you die.

Preparing a Will is the best way to provide you with the peace of mind that your assets and belongings are managed the way you intended. These life-changing stages include:

  • Buying Property
  • Death of parent or spouse; relatives and/or friends
  • Marriage, Divorce
  • Inheritance
  • Birth of children
  • Business succession and/or sale; retirement
  • Change in legislation
  • Travel and/or holidays
  • Illness and/or disasters

You need to ensure that you plan appropriately for any of these events. Now is the time to give your situation some serious consideration — we are pretty sure that you would not want to leave any problems for your family nor disappointed beneficiaries.

Not only can we prepare your Will, we also provide valuable advice on:

  • Estate and Succession planning; Asset protection
  • Grant of Probate or Letters of Administration
  • Understanding your legal position
  • Ensuring your assets will go to the appropriate people
  • Ensuring your children are supported

Take the hassle out of preparing a Will and ensure you’re prepared for future, and often unforeseeable, events.

Find out more about our services — call or email today!