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When Last Did You Update Your Will?
National Wills Month is coming up in September – a good reminder for everyone to draw up – or relook – their will.
No one likes to confront their mortality, but estate planning and drafting a will is a critical part of financial planning, especially for wealthy individuals. It’s surprising how many people (wealthy or otherwise), don’t bother with a will because they assume their loved ones or immediate family members will automatically get an inheritance. But this isn’t always the case, and probate can be a long and expensive process. You’ve worked hard for what you have and built up your fortune, so you need to ensure your assets are preserved and distributed the way you envisioned. The only way to do this is to have a valid will in place.
What to keep in mind:
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