A document declaring who will have Power of Attorney (PoA) in the case of certain events is something worth considering, especially for situations when you may not be able to make the decision yourself. In this video Ruark unpacks: The importance of Power of Attorney, When you made need it Who you may give power...
A Living Will is a legally enforceable document in which you state your wishes, for a time in which you are unable to make the decisions yourself. It is a good idea to include this in your financial plan. Ruark explains what a living will is, and also looks at: The important functions of a...
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...
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...