Partner preparedness assessment
We've all heard a story of an acquaintance or friend who suddenly lost their partner. Along with the pain of loss, this can create chaos, trauma, and confusion for the remaining partner and perhaps other survivors. Have you considered whether you're prepared to manage your wealth and financial plan independently? While going through this exercise can be challenging, it's an essential step in your overall planning.
Why should we discuss "being prepared" as part of our wealth planning?