HELP CENTRE
Estate Planning
Effective estate planning is essential for everyone, regardless of age or circumstances, and should also form part of your financial planning process. Estate planning covers arrangements for your finances, in the event of your death.
An estate plan should include:
- A valid up-to-date will
- A power of attorney
- Instructions to your executor about important financial and personal matters
Estate planning allows you to leave explicit instructions on how you wish to deal with your finances, whom would you like to receive what, the way you want them to receive it and when you want them to receive it. It can be critical in easing the financial burden on your family and eliminating any disputes.
If no estate plan is in place, a large portion of your estate could be needlessly lost to taxes, fees, administrative expenses and probate, or automatically revert to the government.
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