Many people prepare a Will and leave it “tucked away” for many years, never turning an eye to it. Alternatively others consider it to be one of those tasks that is “just too hard”, and gets put aside for another month, year or decade.

There are many reasons to have a Will or review and update your Will. Wills, POA and EG

Below is a checklist of events that may prompt you to do so.

  • The individuals you have named are deceased.
  • New people need to be named in your will (e.g. birth, adoption)
  • Divorce or marriage
  • Change in guardians of infant children, executors, or trustees.
  • Children reach the age of eighteen
  • A substantial increase or decrease in the value of your estate
  • The passage of time is reason enough. You should review your will and estate planning documents every three to five years

 

If you think any of the above apply to you, or you would like to discuss further if it may be time to review your will (or even get your first will) please call Marissa, Kylie or Lisa on (02) 9653 9466

Posted in: News.
Last Modified: October 11, 2015

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