Estate Planning & Financial Matters

We cannot stress the importance of having all your financial matters, especially your estate planning, arranged and legally planned out prior to death. Money matters, and even if you cannot take it with you when you die, working out how to invest and keep your investment safe, particularly during the hard times, requires expertise.

How many times do you hear scenarios where people are at loggerhead following the death of a family member. It’s unfortunate to say but death, or more so the money that becomes available following death, can bring out the worse in people. Be careful of the wolves and know how to protect yourself and your family.

Estate planning takes into account everything associated with your finances and assets including, but not limited to:

  • Real estate
  • Shares
  • Cars
  • Any debt
  • Investments
  • Superannuation
  • Life insurance
  • Personal belongings

It is important to carry out every aspect of your estate planning well and that you do it through a recognised professional. This will ensure it is a legally binding document and will help to alleviate any duress post-death.

While choosing someone to work with on your estate planning and any other financial matter is a very personal decision, we trust the team at Invest4life. 

If you have someone you trust or if you have a story about financial planning to share, we love to hear about it. After all, from your experience, we can learn!

For more Financial Advice

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