Kept assets have recently been presenting to staff at retirement seminars for a major national institution.
Whilst we are aware that Wills are not high on everybody’s to do list (which they should be) we’ve been surprised at the number of retiring staff who haven’t yet considered their estate planning.
Those that have Wills are often quite shocked that having made their plans some 20 or 30 years ago (usually around the time children came along) they hadn’t foreseen the need for a regular review and update.
Times change, laws & taxes change (sometimes for the better) reviews are important.
If you, or if you are an employer, your staff would like Kept assets to provide simple, effective education on Wills, Trust planning and Powers of Attorney, please get in touch.