Sadly we have seen many cases when failing to make simple updates to your Will and Estate documents can lead to disaster. When was the last time you reviewed your personal and business documents? What events have transpired that are relevant to your Estate Plan?

Don’t leave a puzzle for your family to work with after you have gone. Leave clues and documented information that is concise and clear for your loved ones to manage.

Business partnerships begin with the best of intentions and positive outlook. However, if the partnership breaks down or if one partner suddenly passes, this can often lead to an unqualified beneficiary becoming involved. Effective planning is essential to protect your years of hard work and success.

Your family home, your life insurance policies, your superannuation. Some of the most valuable assets that contribute to your estate. Don’t let them be passed down to the wrong beneficiary because of an oversight or misunderstanding of the terms.

Estate Planning, it’s more than just completing your Will. Beneath the surface there can be a lot of factors that could lead to potential dangers or a negative impact on your legacy intent. Trust in the people who are experts in this field and allow them to secure your situation.

Estate Planning, it's not just the hard facts and figures. More valuable are the emotional facts—those which you draw from your heart. The instructions you leave behind that will help your family when they are grief stricken with your loss.

It is important to understand the roles and responsbilities of those you choose to have as part of your Estate Planning Team. Power of Attorney, Enduring Power of Attorney, Advanced Health Directive. Understanding these duties and making some thoughtful decisions now regarding your financial and health outcomes will prevent a lot of stress and strain for your loved ones at the time.

A lot of people struggle to choose the people who they want to ultimately represent them on their passing. A family member will have your best intentions at heart, and someone with business and professional experience will be valuable for key decision making.

Interview with Jon DoLuca

Tea & Scones is held each fortnight.  In this podcast we focus on motivation, longevity, health, positivity and general interest.  

We plan to have some very interesting guests each session.  If you know someone that would be interesting for me to interview, please drop me a note and let me know.

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