Values based Estate Planning

“We all leave a legacy – the question is whether our legacy is one that has a positive impact on those we love and leave behind or one that results in unexpected consequences, conflict and complexity.

An Estate Plan founded on our core values and articulating our wishes for the effective preservation and distribution of assets goes a very long way to ensuring that our legacy is one for which we are proud to be remembered.”

Values based decision making, as it relates to legacy, allows integrity, personal feelings and wishes to flourish.  “Belief-based” decision making is based on influences and experiences of the past and may not be the best way to make decisions about our future and to support us in our legacy objectives. 

Values are ultimately related to our needs from a legacy perspective; they reflect what we truly want to leave behind together with the distribution of our tangible assets.

The “values conversation” goes a long way in a fairly short space of time to assist people to identify with the meaning of legacy as it relates to their very personal and specific values as well as the attributes that are most important to them in designing what they leave behind.

Speak to us now about creating your values based Estate Plan.

Contact Mike Sayer on 0417 952 183 or Kelly Pinkard on 9474 3648 or kelly@estateplanningdna.com.au to arrange a time to truly establish what you wish to leave behind.

Sink or Swim

Amy Williams is an incredible and inspiring lady. The mother of three young children Henry, Ruby and Mia, she lost their father and the love of her life, Joe, suddenly and without any health warning .

Her book ’Sink or Swim’ is an extraordinary account of how she dealt with the devastating consequences , made all the worse by the absence of any Will made by Joe who died intestate. She now finds comfort in the fact that she has ensured , through her own Estate Plan , that should anything happen to her there is a plan in place providing certainty and a safe and secure future for those she leaves behind.

Amy uses the emotional impact of her journey to encourage others to ensure they do not find themselves in the same situation that she faced when Joe died.

Sink or Swim is an inspiring story of courage and resilience and is a book very much worth reading . To listen to her podcast click the link below.

If you would like a copy of Sink or Swim please call Mike on 0417 952 183 or email mike@estateplanningdna.com.au