Ensuring your Legacy and Inheritance
Nobody is promised tomorrow, we can leave this earth at any point so it’s always good advice to get your affairs in order.
Moving on is simple, it’s what we leave behind that’s hard
LIFE-TIME’s areas of expertise do not include Wills, Trusts or Taxation but the following check-list should prove helpful in identifying any issues you may have over-looked. You can also check 3 issues to avoid here (external).
We can assist with a number of aspects, however, including insuring and safe-guarding your whanau from claims on your estates. For example, what might happen if, as a business owner, outstanding debt is called in upon death, do your beneficiaries or business partners have access to a financial fund that would cover the debt before receivers are called in?
Should you require assistance, we are able to refer you to the appropriate specialist. We do not receive any financial remuneration for any referral we pass on as our sole interest is simply to ensure your affairs are in order: at LIFE-TIME we’re here for your families’ lifetime of financial security.
Estate Planning Checklist
A LIFE-TIME advisor will contact you back as soon as we can in relation to your Estate Planning requirements.