Protect your bequests with estate planning
With an estate planning strategy, you’ll have peace of mind that, in the unfortunate event of your death, the right people will benefit from your legacy.
Estate planning ensures your financial assets will meet your family’s needs at the right time, in the right way and as tax-efficiently as possible.
You may assume that if you have a legal will, its terms will be honoured when you pass away. Today, societal changes see new family models emerging and it’s common for wills to be contested by other people who believe they have a legitimate claim.
It’s essential that people make legally binding arrangements for the distribution of their wealth and assets. This shouldn’t be ignored or put off for another day. Take action now to ensure the people you love dearly, or organisation you support wholeheartedly, receives your bequest.