Planning for your life and after life
Your estate plan should reflect your circumstances in life. Even if you have a Will or estate plan, it is wise to review your plan.
Planning for your passing or for situations where you become unable to make important legal decisions (whilst alive) can be difficult but is essential "life admin" to ensure you are protected and is easy to put off.
What life stage are you at – the stages of "you"?
You have never made a Will, you are young and think you have not much to leave to anyone. However, death benefits payable from superannuation are likely to be more than you expect. You may be planning to travel, your parents may have separated, a family member may have passed away.
You have settled a down bit, may be you have bought a house or you are moving in with a long term partner. This calls for some co-ordination and long term planning with your partner. How would you or your partner manage on your own?
You have started a family, you have acquired many more responsibilities in life. Making sure these responsibilities are looked after is likely to be on your list of concerns. More importantly, ensuring your family is secure in the event of your premature death is important.
Life has not turned out as expected, and you find yourself needing to re-assess your situation. Perhaps you have become a member of a blended family and have to consider your children and your partner's family needs.
You are thinking about retiring, your children have grown up and are making their own way in life, you are thinking of down-sizing, long-term travel plans, planning for possible care needs as you age or you have children with a disability who will need long term care.
Our ultimate goal is to achieve an outcome suitable for you and your family no matter what stage in life you have reached.
Where appropriate we include your accountant/financial planner in your estate planning who can supply information and documents to assist with your decision making.
For Wills and Estate Planning enquiries, please contact us.