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FAQs (Frequently Asked Questions)
Foundations
Your Essential Estate Planning Checklist
Items that everyone should consider having in place:
An up to date, signed, valid Will
A Health & Welfare Lasting Power of Attorney
A Property & Financial Lasting Power of Attorney
A Living Will/Advance Decision
An accessible Account, Plan or Policy to pay for funeral costs without need for probate.
Additional items for property owners to consider:
Change of Tenancy
Long Term Care Planning
Equity Release
Additional items for Higher Net Worth clients:
Inheritance Tax Planning
Asset Protection Trust(s)
Family Trust(s)
Educational Trust(s)
Additional items for Very High Net Worth clients:
Private Foundation(s)
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