8/28/2023 0 Comments Preparing a will checklistAnything that has value to you, either financially or emotionally, should be listed out in your Will. This can include your property if you have any, your shares and investments, your cash savings, items such as cars or collectibles etc. You do need to determine what your assets are and what you’re going to be leaving behind. Checklist item: Write out a list of your beneficiaries.That’s a move that enables you to continue supporting the ideas that matter to you after you’re gone. But you can also go a step further, and name charities or causes that you believe in as beneficiaries too. You might want to have a discussion with your chosen beneficiaries just to let them know your thoughts and plans, and keep them appraised.įor many people, the beneficiaries will be their spouse, children and close relatives. A beneficiary is the person who is going to inherit your assets, and it’s an important decision to make. The first step is to think about beneficiaries and decide who they’re going to be. Here’s how to get started and get it sorted. We’ve put together a checklist for writing your Will. ![]() It’s actually a lot easier than you might think! ![]() It’s often in the too-hard basket, because it seems complicated and confronting. Unfortunately, over 50% of Australians haven’t taken that step. When you have that document written up and taken care of, it reduces so much risk and stress, and it’s just one less thing to worry about. Every single adult should have a Will in place, because it protects their assets, their values and their families against the unexpected. If you’re thinking about writing your Will, the good news is - you’re making a good call.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |