Ask yourself, if you were to die:
- Who would I want to receive my home?
- Who would I want to receive my other investments and wealth?
- Who would I want to receive my valuable belongings?
- If my money and investments were passed to my son or daughter and they subsequently divorced or married and then divorced, would my wealth stay entirely in the family?
- How can I control money for future generations, grandchildren and great grandchildren so that I can assist in their upbringing?
- What if I die and my wife/husband remarries. If they then divorced and my money passed to somebody else was this as I intended?
- Do I just want that peace of mind to know that there is no squabbling among my family when I am not here?
Although it’s hard for loved ones to talk about death, making it known how you would like your estate to be distributed can save everyone a lot of worry.
Our experienced financial planners will help you to work through your objectives and put the wealth preservation solutions in place to ensure your financial affairs are in order and are distributed as intended.
For more information about range of wealth preservation services, please call 029 2050 8000 or email: [email protected].
