Category Archives: Wills Series

Wills Series 2: Provisions for Minors

Why do you need a will? Ironically, this is often the last item that most people tick off in their financial plan - and we think it should be the first! When it comes to minors or children in your will, here are two key things to consider: Guardian nomination Trustee nomination We hope this…
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Wills Series 1: The Basics

Why do you need a will? Ironically, this is often the last item that most people tick off in their financial plan - and we think it should be the first! Not having a will in place creates a lot of stress for the loved ones you leave behind - regardless of how old you…
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