Invalid Wills | Always Check You Have What You Think You Have

Written on the 11 April 2011 by G. Dean McKinnon

We have always believed the key to successful financial planning is completing a detailed data collection.

Undergoing a comprehensive audit of your current circmstances will enable us not only to provide an accurate assessment of your ability to achive your financial goals, but it also ensures you actually have what you thought you had.

As part of a recent data audit, we were reading a client's will and discovered the client was leaving the whole of his estate to himself in the event of his death. This was obviously a mistake and was easily corrected by the law firm which had prepared the will, but had the client died his will would have been invalid and could have caused unnecessary delay in the distribution of his assets to his family.

Contact us if you require a comprehensive financial plan assessment.


Author: G. Dean McKinnon
McKinnon Financial Planning Pty Ltd ABN 74 155 233 784 Australian Financial Services Licence 417488 | McKinnon Financial Services Pty Ltd ABN 82 056 817 648 Australian Credit Licence 392173 | General Advice Warning: Information contained in the pages of this website is of a general nature only and has not taken into account your particular circumstances. You should consider whether any strategies and or investments mentioned in this website are suitable for you and seek personal advice from a licenced investment adviser before making any investment decision.
HomeContact UsPrintTell a FriendBookmark a SiteLinked InTwitterFacebook