Let’s kick off the new year of 2023 by tackling a topic that gets people talking: Writing your Will and planning your estate.
Now that the celebrations have calmed down, I must say that writing Wills and estate planning is an area in which I greatly enjoy working. This is primarily due to the fact that I get a lot of satisfaction by providing peace of mind to my clients and guiding families through some very difficult conversations.
Estate planning Consultants have the opportunity to remove burdens from families and give them confidence that they, and their loved ones, will be cared for during periods of death or incapacity.
Whilst writing a Will and planning your estate can sometimes seem daunting, it does not have to be. We like to keep things simple.
In basic terms, estate planning is the process of providing, in advance, for the proper management of your assets in the event of your death or earlier incapacity.
Everyone has something in common: No matter how large or small it may be, “you just cannot take it with you when you die”
So why not plan for your family’s well-being now, whilst you are healthy and clear-minded? Don’t leave it until it’s too late.
If you’re still not convinced, consider some of the benefits of an estate plan. A good plan ensures that your final affairs are handled according to your exact wishes. It ensures that your financial and health care decisions will be honoured, even during incapacity.
Proper planning can avoid the requirement of your estate going through the probate process, which can be expensive and burdensome for your family. You can reduce taxes and protect your assets from unforeseen creditors or relationship breakdowns.
Don't leave it too late and put your family's finances at risk, through not taking action. Contact us today to book a free no obligation consultation in the comfort of your home.
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