HIGH VALUE NEED
- Ensure that your assets will be provided to the person or persons you wish when you pass away.
- Provide control of your financial situation to a trusted person or persons in the event that you become incapacitated from injury or illness.
SPECIFIC STRATEGY
- Wills
- Power of Attorney
- Testamentary Trusts
- Advanced Health Directives on death or incapacitation.
- Superannuation and Insurance Nominations
- Business Succession Agreements
OUTCOME
If you die without a valid Will, your family members will have to go through a Court process to obtain your estate, even when your asset situation is relatively straightforward and you have family or dependants that know your wishes and will not dispute the division of your estate. Much financial trouble and personal grief can be spared with a simple Will.
