We’re all going to die, it’s just the timing that is problematic. For most of us, our first thought is for our loved ones when this happens.
Protecting them from financial stress, when the emotional stress is more than enough, is a fundamental responsibility we have. Making sure that they will be secure financially should we be unable to provide for them ourselves is paramount.
We are not just talking about life insurance here. What we also need to have in place is a plan to ensure that our wishes are complied with in terms of passing on our assets when we are no longer around. Wills, superannuation death nominations, Powers of Guardianship, Powers of Attorney etc. are all documents we need to have in place to make this happen, both before we pass on, and after.
As part of any worthwhile financial advice, recommendations as to what is needed need to be provided. After all our aim is to make sure that your goals are met, and for many making provision is a high priority.
We can’t draft legal documents for you, but we can make recommendations as to their content, and refer you to the appropriate experts to get the job done.