Why is having an Estate Plan so Important?

Without a proper Estate Plan in place, passing on your benefits to your (and only your) loved ones in the way you intended it to be shared, can be a painful and exasperating experience. There can be extra legal costs and avoidable taxes that could arise from an ex-spouse or disgruntled family member challenging their share of your estate, before all is said and done. This is on top of the grief that your loved ones would already be dealing with.

How We Can Help?

At Personal Lifestyle Planners we try to incorporate your Estate Planning needs into our financial plans. Whilst we are not solicitors, our Personal Lifestyle Planners place great importance on helping you maintain an up-to-date Will. We can also provide guidance on other areas of your Estate Plan.