A financial planner by profession, a father of two and a process and design nut. Passionate about helping professional services firms improve their client engagement processes through innovative digital strategies and development.

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Avoid Estate Planning Mistakes: Protect Your Assets

It’s a sad but unavoidable fact: one day we are all going to die. You will most likely have clear ideas as to how you would like your hard-earned wealth – your ‘estate’ – to be divided amongst your loved ones or other beneficiaries. However, estate planning is a complex area of law and basic mistakes can see Wills declared invalid, money end up with unintended recipients, or benefits reduced by avoidable tax bills. So how can you avoid making some of these mistakes?