estate planning
What if your ticket expired tomorrow?
Of course it isn’t pleasant to think about death, but it is something you should be prepared for, especially for the sake of your family. Do you have a Will, and have you thought about what will happen to assets such as your home, superannuation or investments? It’s not worth the risk. Depending on your situation, you need to consider how certain issues may affect your estate, and how it is distributed in the event of your death.
Did you know that if you were to die without a Will (intestate):
-
Your spouse may be entitled to a certain amount, plus only a portion of the remainder of the estate.
-
Superannuation does not automatically form a part of your estate.
-
Money in joint bank accounts automatically passes on to the other account holder.
Make sure your family doesn’t pay the penalty, take the simple step and talk to Outlook about estate planning.
Don’t infringe on your family’s future. Consider the following, and make sure your family is protected.
-
Do you have a Will - is it valid and is it the right kind for you?
-
Standard vs Comprehensive Wills - discuss your options, and which Will is best suited to your situation, with your Outlook Financial Planner
-
Do you have a Power of Attorney in place, and are you aware of all it entails?
Making a Will is a simple process when you speak to the right people. Outlook offers you the flexibility and convenience of accessing professional, high quality advice in person, or over the phone.