Effective Estate Planning
Leaving a legacy to be remembered for
Estate planning is an area that many people put off until something happens that forces them to act, such as a death in the family or a serious illness. It can be easy to decide to delay estate planning when there is no immediate reason to take action and put it off for one more day, week, or month. As we have seen many times at Daltium, leaving family or loved ones to settle an estate where the will is out of date or non-existent can be overwhelming and add further stress at what is already a difficult time for them. Also, without a plan in place that reflects your wishes for the distribution of your estate, your assets may not go to those that you want to benefit, or unnecessary taxes can massively reduce the amount your spouse or loved ones receive.
Areas to consider include:
The Daltium process includes:
Ensuring your plan reflects your true wishes,