Estate planning ensures that when we die, our assets can be passed promptly and tax-effectively to the people we love or the charities we support.
As life changes, your Will should be updated to reflect those changes.
Many events can trigger a need to review your Will, such as:
• Marriage or entering a de-facto relationship;
• Changes in the family such as births and deaths;
• Adult children entering or leaving marriages or de-facto arrangements;
• Death of a person who plays a key part in the estate plan such as the executor.
Is it time to update your Will?
For more information or to speak to one of our Financial Advisers please contact TNR Wealth Management on 02 6621 8544.
Past performance is not a reliable indicator of future performance. The information and any advice in this publication does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. This article may contain material provided directly by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. It is important that your personal circumstances are taken into account before making any financial decision and we recommend you seek detailed and specific advice from a suitably qualified adviser before acting on any information or advice in this publication. Any taxation position described in this publication is general and should only be used as a guide. It does not constitute tax advice and is based on current laws and our interpretation. You should consult a registered tax agent for specific tax advice on your circumstances.