May 2021 | Curtis Parkinson

Are you protecting your children’s inheritance?

There is a developing old-age crisis amongst millennials (those born between the early 1980s and late 1990s) as a generation hit with higher costs, huge debt and less opportunity to own property, few are successfully financially preparing for retirement. Many are simply not saving at all, expecting an inheritance windfall from their parents. A recent…

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What should you include in your Will?

Understandably, post-pandemic, we’ve seen an increase in clients making their Wills. But it’s not always easy to know what to include. So, here’s a short ‘checklist’ to help you with the process. 1. Beneficiaries If you leave your estate to more than one person, think carefully about how you’d like to distribute your estate. For…

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