What Mr. Joseph Bassey Should Have Done While Alive; Estate Planning

Estate Planning is simply ensuring that your family and loved ones are taken care of adequately. It helps you ensure that your assets are distributed according to your wishes when you are no longer here. Many of us try to avoid this topic even to our own detriment and to those we love. We are afraid to think about it. But there are so many amazing parts about estate planning. One of them is it has tax advantages.

We have some questions to help evaluate your current situation Answer Yes or No to the following questions:

  • Do you have a Will or Trust?
  • Do you know all you need to know to complete your estate plan?
  • Have you prepared a detailed record of all your assets and accounts?
  • Have you prepared documents appointing a representative who can make decisions on your behalf in the event of incapacity?
  • Have you provided adequately for your dependants?
  • Have you envisioned transferring wealth to your children or grandchildren?
  • If you have children from a previous marriage, does your estate plan ensure any specific gifts / benefits for them
  • If you have a business, do you have a succession plan to ensure its continuity?
  • This evaluation is the first step. Now go ahead and ask all questions relating to leaving that timeless legacy for your loved ones HERE or send us an email to [email protected] and an advisor will help you get started on your journey.

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