This Will Planning Guide was designed to help you with gathering important information and getting clear about what you own, who should manage your affairs after your death and how you may wish to pass on your assets, whether to your loved ones, an entity or charitable organization. Will Planning involves putting a Last Will & Testament in place and is a critical component of the estate planning process.
Putting a Will in place will help you to:
Legally pass on your assets
Appoint an Executor
Appoint a Guardian (if relevant)
Document your final wishes
By the end of this Will Planning Guide, it is my hope that you will be one step further in getting clear about what you need to decide on so that you can protect your legacy and the future of your loved ones.
