Individual and Business
Talking about and planning for death can be intimidating and unsettling. Having a will is necessary to take control of your estate and, to take care of those that are left behind. It gives the ability to appoint guardians of minor children, keep a record of assets, limit taxes payable on deceased estates and can also provide clarity on important decisions regarding medical care if you are unable to communicate your wishes. A letter of wishes added to the will means no second guessing for those you’ve left behind as they will be aware of your wishes.
The establishment of a trust will ensure that assets are preserved after your death and will be passed on to future generations for a purpose. Assets left to beneficiaries who cannot manage their own financial affairs due to being minors, inexperienced or handicapped can be managed and protected on their behalf.