Estate planning: What is it and why does it matter?

A mum talking to her adult daughter.

Have you thought about how you’ll use assets later in life or what you’d like to happen to them when you pass away? Planning for the future with an estate plan now could improve your long-term security and ensure your wishes are followed.   While it can be difficult to think about long-term challenges and understand […]

5 crucial things you need to consider when reviewing your estate plan

A grandfather using a laptop with his adult son and grandchild.

If you have an estate plan, you shouldn’t simply forget about it. Instead, regular reviews can help ensure it continues to reflect your wishes and circumstances. Sometimes you may have a specific reason to review your estate plan. Life milestones can often cause you to reflect on the steps you’ve previously taken. Experiences like getting […]