Life isn’t always easy, but it can be good! Eventually we reach the end of our life here and one of the best gifts we can leave our family is to be organised. Leaving ‘your affairs in order’ with all your ducks in a row is something we can all do and is a bigger gift than you can imagine.
We love what ‘Scott Pape – The Barefoot Investor’ has to say about this. The final chapters in Scott’s book talk about leaving a legacy for your family and having your affairs in order. This is where we can help. If you need a WILL, an EPA or a TESTAMENTARY TRUST, please come and see us. We would love to help you. We encourage you to do it SOONER rather than later!
It’s also a good idea to have a LIST of all the information your family will need to know in the event of your death. At O'SheaDyer, we are always writing lists. This list is a really important one to make though. We call it, the ‘Last List’. Your 'Last List' and your important documents such as your Will and EPA need to be left in a safe place.
Scott Pape suggests buying a small, inexpensive safe from Bunnings for this. It can be left in the house where family know about it. If we prepare your Will, EPA or Testamentary Trust, we can keep these original documents in a safe custody packet that goes into our Office Safe. If you complete a ‘Last List’ we can put that in your safe custody packet too.
If you are a first time client with us, make sure you ask for a free copy of Scott Pape's book. It's the only money guide you will ever need.
Make sure you download a copy of 'My Last List' to fill out for your family. They will appreciate it more than you can imagine!