The start of the new year is the perfect time to think about the future and get your affairs in order particularly if your circumstances have changed.
An estate plan helps you structure your financial affairs, not only for yourself during your lifetime but also for those dearest to you when you’re no longer here. The following checklist helps you consider your estate planning needs.
As you can see, estate planning is so much more than just a Will. These are just some of the issues that can be addressed, so, if you’ve answered ‘yes’ to, or are concerned about, any of the points above, it’s time to consider your estate planning needs.