Wills: Why control doesn't have to stop on death

When you meet a client for the first time or if you are conducting an annual review, do you ask them if they have a will and the details of this? If not, then perhaps you should. A will is a legal document that tells the client's appointed legal personal representative (executors) how they want their wealth, possessions and assets dealt with on their death. This is a vital piece of information if we are to create a truly holistic financial plan for our clients. If there is no will, the law of intestacy depending on your residency within the UK will apply. These are based upon the fami...