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?