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Estate planning, wills and beneficiaries

We all accumulate things throughout our lives – possessions, cherished keepsakes, and maybe even property. But have you ever stopped to consider what happens to these belongings after you're gone?

Estate planning empowers you to take charge of this question. It's the process of organising your wishes for how you want your assets (property, money, belongings) to be distributed after you pass away.

Think of estate planning as your opportunity to create a legacy. A central document in this process is your Will. It acts as your personalised roadmap, clearly outlining who you want to inherit your assets – these special people are known as beneficiaries. The beauty of a Will is that you have the freedom to choose anyone as a beneficiary, be it family, friends, or even charitable organisations close to your heart.

Having a well-crafted Will ensures your wishes are known and respected, avoiding potential confusion or conflict among loved ones during an already difficult time. But estate planning goes beyond just material things. It can also involve appointing trusted individuals to manage your finances and healthcare decisions if you're ever unable to do so yourself.

By taking the time to navigate estate planning, Wills, and beneficiaries, you can create a plan that fosters peace of mind. It allows you to make thoughtful choices about your legacy, ensuring a smoother and more secure experience for the loved ones you leave behind.

For more information and support about legal and financial matters, chat to Violet via the message box below, register for your Violet Plan, or book to speak with a Violet Guide via the menu links at www.meetviolet.ai

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