'Most families spend more on car insurance alone each year than they do on protecting and financially maximising their estate for their children and grandchildren. However, unlike car or home insurance, RetireLaw insures your future with a once off up front fee.’
The following are some simple checklists which will help visitors to this site understand better who needs Modern Estate Planning, what it involves, and problems that can impede the quick and efficient distribution of an estate.
Who needs it?
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Many “baby boomers”
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Most clients of financial planners
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Most clients of accountants
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Anyone with owned and controlled assets
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Anyone owning substantial insurance cover
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Anyone with kids from a prior marriage
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Anyone with kids in high risk service jobs
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Anyone with kids in unstable relationships
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Anyone with kids who are vulnerable
Why bother?
Because:
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Your current 2-3 page Will is probably unsuitable
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No expensive mess is left behind
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Your wealth stays with your kids, grandkids…
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It is extremely cost effective
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A Modern Estate Planning Will sets your beneficiaries up for life
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It neatly complements your financial plan
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If done the RetireLaw way, it can last for life
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You want certainty that your wishes will be met
What does it involve?
An Estate Planning lawyer who:
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is properly briefed
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works with your financial adviser or accountant
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understands your needs and wishes
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tailors an estate plan to those needs/wishes
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offers each beneficiary their own testamentary trust
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leaves you with peace of mind, and
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provides you with a portfolio of your documents and plain language explanations
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no hidden costs, just a up front once off fee
To see whether you need a Modern Estate Planning Will, please review RetireLaw's Estate Planning Checklist.
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