- Financial Planning
Some key questions:
• Do you have a strategy in place that will protect the value of your home and savings from third party attack, covering issues like Long Term Care Planning and Bloodline Planning?
• Have you made a Will?
• Do you have Lasting Powers of Attorney in place? If so, for Health & Welfare as well as for Property & Finance?
• Are you sure you and your family will be financially secure in the event of a serious illness.
• Do you have protection plans in place but would like to make sure you are not paying more than you should be?
• Do you have protection in place to ensure your business can still function in the event of you, or a key person experiencing serious illness?
• Do you have a Lasting Power of Attorney in place to ensure your business is able to function in your absence?