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NEW YEAR, A FRESH START FOR YOUR ESTATE PLANNING

Fri, 11 Jan 2019

NEW YEAR, A FRESH START FOR YOUR ESTATE PLANNING

At Affinity Lawyers, we like to take the start of a fresh new year to remind you that it’s a great time to take stock of your circumstances, and get some of those pesky tasks that you never seem to have time to do – done.

For many tasks, including getting an up-to-date will drafted, completing it at the start of the new year allows you to easily remember the date it was completed, and serves as a perfect way for you to remember to review it as it was done on an easily remembered date/occasion.

As with previous years, we commence 2019 with a goal that by the end of this year, all of our valued clients will either have an up-to-date will drafted, or have their current will reviewed to ensure that it still accurately reflects their wishes.

It is vitally important that each and every person has a valid will in place which:

-          accurately reflects their wishes;

 

-          takes into account their individual circumstances including but not limited to: current asset holdings, company/trust structures, children/guardianship issues, blended families, former spouses/de facto partners and children from earlier relationships, excluding beneficiaries, leaving assets or funds to a charity;

 

-          considers changes to circumstances since previous wills have been drafted including births, deaths, marriages and/or divorce/separations within the family, and the acquisition and disposal of property.

We strongly recommend that you take the time to read through our previous articles (links below for your convenience) in relation to these matters, to consider your current circumstances, and encourage you to schedule an initial obligation-free consultation with one of our experienced wills & estate lawyers to discuss your estate planning matters free of charge.

Please contact our friendly team on 07 5563 8970 today to make an appointment.  

http://www.affinitylawyers.com.au/blog-view/making-a-last-will-and-testament-what-do-you-need-171

https://www.affinitylawyers.com.au/blog-view/do-you-need-a-testamentary-trust-254

http://www.affinitylawyers.com.au/blog-view/estate-planning-wealth-protection-important-138

http://www.affinitylawyers.com.au/blog-view/testamentary-trust-wills-128

http://www.affinitylawyers.com.au/blog-view/the-importance-of-wills-115

http://www.affinitylawyers.com.au/blog-view/nominal-assets-do-you-still-need-a-will-137

https://www.affinitylawyers.com.au/blog-view/your-cheap-will-kit-may-end-up-causing-an-213

http://www.affinitylawyers.com.au/blog-view/estate-planning-wealth-protection-important-138

http://www.affinitylawyers.com.au/blog-view/timely-reminder-to-update-your-will-after-your-189

http://www.affinitylawyers.com.au/blog-view/superannuation-estate-planning-what-you-need-to-183

http://www.affinitylawyers.com.au/blog-view/estate-matters-family-provision-claims-154

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