For many people, estate planning is pushed to the bottom of the ‘do later’ list, like tax returns. Estate planning is also a subject that requires you to contemplate your own demise and none of us expect to pass away tomorrow, so deferral easily sets in. However, before then there is always the possibility that death will come suddenly, through an accident or previously unnoticed medical condition.
Investment planning is now more of a science, rather than an art. Technology, ever-increasing investment opportunities and stricter regulation have all encouraged the more scientific approach. But has your investment strategy kept pace?
I’m happy with the advice I’ve been given. Their regular bulletins are very helpful.