Wow! This is a great example provided by Brett Davies on how even well known personalities, whom you thought would be better advised, are also exposed to issues like this. So how important is estate planning in the advice process? Very.When I was advising in the past, I made it part of my advice process to discuss the issue of estate planning and the importance of having an up-to-date Will, at the same time as having current appropriate insurances to fund the estate goals. In fact the two go hand in hand.
So what is your policy when dealing with clients? Share your thoughts with us.
Cheerio!
Peter, GM of the risk store
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