The end is an important part of everyone’s Financial Plan. Having an Estate Plan is an important part of the planning process.
One of the most important legal documents you should have is your last will and testament. It must clearly state how your assets are to be distributed after you die.
We all work hard to accumulate assets to pass on to the next generation.
Yet it is estimated that 45%* of Australian adults don’t have a will.
Dying without a will relinquishes your control over who gets what. This can lead to disharmony, high legal costs and long delays for your beneficiaries. Surely that’s not the legacy you wish to leave.
Do it now. Contact us or your solicitor for guidance.
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Owl Financial Management ( OwlFM ) is an Adelaide Based Financial Planning Business.
Estate Planning – Are you one of the 45% ?