​

​​Sin #2 - Not Maintaining A Current Will

   Life is full of uncertainties, but three things are certain when considering estate planning: death, taxes, and change.

Over time, circumstances will evolve—whether through marriage, divorce, the birth of children, the arrival of grandchildren, illness, incapacity, or other life events.

Does an up-to-date will exist? Without a will in place, your wife, children, business partners, and even pets may not be treated well, or benefit according to your wishes.
​
If there are dependents, or successes in life, consultation with a tax accountant and an estate lawyer will bring guidance on dealing with the estate and succession complexities, If life is fairly simple, an online will-making service my suffice.

Taking this first step in estate planning starts building the path of a smooth financial and succession future for all loved ones.
​.​ ​
​

Copyright 2025 - Legato Wealth Management Inc.