Legacy Planning Documents 101

Legacy Planning Documents 101

How many documents do you have set up? Your Will This document lets everyone involved know where they stand and what your wishes are for your Legacy Gift. Power of Attorney If you should fall ill and lose mental capacity then a Power of Attorney will enable someone to...
Death Admin… Don’t leave it to them

Death Admin… Don’t leave it to them

It’s not something we tend to think about… the admin after death. I mean why would you want to think about it really. It would mean thinking about your own death or that of someone really close to you. It’s only once it happens that you really...
Life Insurance: True or False?

Life Insurance: True or False?

Pop Quiz: Life Insurance - True or False? 1. As standard your Life Insurance will form part of your taxable Estate – TRUE 40% Inheritance Tax 2. Putting your Life Insurance in Trust is costly – FALSE, it could be free! 3. Director? Your company can pay for...
5 Reasons you need a Will even if you Don’t have Kids

5 Reasons you need a Will even if you Don’t have Kids

5 Reasons You need a Will Even if You Don’t Have Kids 1. Make your wishes ‘official’ If you have a partner or unrelated person you want to give to, a Will is the only way to ensure this. 2. Lessen the burden Without a Will your estate will definitely...