ESTATE PLANNING
-
A will is a legal document that specifies how you wish your assets and liabilities to be distributed following your death.
-
A Power of Attorney is a legal document, which allows an individual or company to appoint another person to make decisions about your financial property and manage your financial affairs.
Note: when you sign a Power of Attorney, you retain all rights and powers to act on your own behalf to manage your financial affairs and carry out any transactions while you are able to do so.
-
An enduring guardianship is a legal document that allows you to appoint another person to make decisions on your behalf regarding your medical, health and lifestyle decisions when you lose mental capacity.
-
‘Lawyer speak’ for a trust set up in a will that starts when you pass away. If you want to leave an inheritance to your loved ones in an environment that offers protection from relationship breakdowns and bankruptcy exposure, you need to consider a testamentary trust. They also offer fantastic tax planning benefits, especially when there are minors who could benefit from the inheritance. The testamentary trust must be included in your will before you pass away.
We understand that this is a sensitive topic, but it is also one of the most important NOT to miss… We take the ‘eek’ out of estate planning by helping with:
Making a Will doesn’t need to be complicated or expensive. If your affairs aren’t particularly complicated, complete the following form for a no obligation quote to draft your Will according to your wishes.
“Only put off until tomorrow what you are willing to die having left undone”
“If you do not have a Will or plan for your Estate, then the Government has one for you”