New Year, New Will

Jan 31, 2022

With a new year comes the turn of a new leaf, resolutions and a clean slate.

For many Australians, 2020 and 2021 were challenging years. Some lost loved ones, relationships ended or began, and some businesses had very challenging times.

While many more challenges lie ahead in 2022, a new year generally sparks a sense of motivation and purpose to get on top of what is most important: our health and our families.

Protecting our families also means setting things in place in relation to your assets.

Here are some questions to consider:

  • What happens to my assets once I pass away?
  • Who gets my superannuation and life insurance?
  • Who will carry on my business?
  • Will my loved ones know what to do once I pass away?

If you don’t know the answers to any of the questions above, you need advice.

Speak to Kimi Shah and Lisa George from our Estate Planning and Wealth Protection team to get your estate plan in order.