Retirement Strategy - Estate Planning

REVIEWING OR UPDATING WILLS AT RETIREMENT IS A WISE MOVE.

Reviewing their content 5 yearly or as your circumstances change is a good habit to establish. Considering whether to form family trusts or even inheritance trusts so as to protect your children’s inheritances for them and the grandchildren are a good consideration. If your goal is to leave an inheritance to your children then you want the comfort to know it will benefit them and not a former partner or unknown future partner perhaps in the case of the grandchildren.