Wills and Probate
The importance of having a properly drafted Will cannot be overstated. Dying Intestate effectively gives the government all decision making power over the distribution of your assets. Their decisions may not coincide with your wishes. Although we do not offer Will planning services directly, it is often referenced in our work. We can refer you to Law Firms and/or Notaries in your community as required.
Did you know your that your Will and any assets referenced therein becomes a public document after death? Would you want distant family or strangers knowing about everything you have?
An important area of Estate and Succession Planning is ensuring the smooth transition of your assets, according to your wishes, and to ensure prying eyes are kept away. Having assets in Joint Ownership, investments with the right financial institution, and properly named beneficiaries are but a few ways you can mitigate Estate Settlement issues.
In addition, the Probate fees associated with assets passing unnecessarily through your Will can be significant, and are avoidable in many cases. It is important to obtain the correct legal advice as each circumstance is unique.
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