A Will is essentially a plan made in advance outlining whom you want to receive the things you own after death. However, an Estate Plan is much more than that and may include:
• Instructions for your care if you become disabled or unable to care for yourself before death.
• Naming a guardian and an inheritance manager for any minor children.
• Providing for family members with special needs without disrupting government benefits.
• Providing for loved ones who might be irresponsible with money or who may need future protection from litigation, creditors or relationship breakdowns.
• Providing for the transfer of your business at disability or death.
• Minimising taxes, court costs, and unnecessary legal fees.
• Being an ongoing process, not a one-time event. Your plan should be reviewed and updated as your family and financial situations change over your lifetime.
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