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The Dangers

Even if you do have a Will in place, assets left directly to your beneficiaries may be open to "attack"

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Paul & Kate are married and have two children, Charlotte & Jessica.....

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MARRIAGE AFTER DEATH
Paul dies and leaves everything to Kate. Kate remarries Mr X but later gets divorced.​

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Without a strategy in place, 50% or even 100% of Kate’s beneficiaries’ inheritance could be lost.​

DIVORCE & BANKRUPTCY
Both Paul & Kate have died, all assets passing to Charlotte & Jessica.

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Without a strategy in place, their beneficiaries would own assets “absolutely” and could potentially lose them in any future divorce or bankruptcy settlements.​

POWERS OF ATTORNEY
Paul has lost his mental capacity and cannot make decisions about his financial or health matters.

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Without a strategy in place, the family cannot make key decisions on his behalf or manage his affairs for him - This is true even between husband and wife on assets and/or accounts held individually and on medical issues.

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