What keeps you awake at night?

I read an article recently about estranged children targeting the trustees of self-managed super funds for their slice of inheritance. Sad but true according to the legal profession. In fact, cases like this where children feel unfairly treated in their parents Will, are on the rise. It’s a very realistic scenario when you think about it.

You might have biological children, adopted children, or step children. You might have family members who haven’t spoken for years. You might have multiple generations employed throughout your family business in a variety of roles that are not always equal. With different personalities and values thrown into the mix…families can be complicated! So it’s not hard to see why “my family” is often the answer when asked: What keeps you awake at night?

From my point of view, the better question is: What would help you sleep better at night?

This question focuses on the solution, not the problem. We can’t go back and change the past, but we can focus on ensuring the future might play out the way you want it to, especially when it comes to transferring your wealth and the legacy you want to leave behind.

To ensure you’re protecting your loved ones, especially after you have gone, continually assess the documentation you have in place and determine whether it still serves your estate planning needs. Keep talking and seeking advice to ensure the documentation you have is up to date rather than letting the courts decide how your wealth should be transferred if the unexpected happens.

The discussions are not always easy and often highly emotional, but we’re talking about the people you love and the way you want to look after them when you’re not around to physically do so.

Isn’t it worth the time and effort for your own peace of mind?

I’ve opened up some appointments specifically to help people with the estate planning conversation. It’s a phone or Zoom call and obligation-free. 

Click here to make your appointment today or forward this newsletter to anyone that you know might benefit from having a chat.

Stay connected.

Stay connected.