ESTATE PLANNING HEALTH CHECK
If you answered YES to any of the questions below, we recommend seeking estate planning advice.
- Since creating your Will, has your family situation changed?
- Since creating your Will, have you bought or sold property?
- Do you have children who will require a guardian?
- Are your dependants at risk of bankruptcy or divorce?
- Do you have a beneficiary with special needs?
- Do you want to pass on a family business?
- Do you want to make a gift to charity?
- Do you have debts?
- Do you have life insurance?
- Do you want tax-effective ways to transfer your wealth?
- Do you have particular instructions for your funeral?