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Heard of the saying ‘fail to plan and plan to fail!!

Business Talks 11/06/2020 4


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So Have you got a Will Written, and do you know where to lay your hands on it?

Jamie Shepherd from Soteria Planning provides valuable information on planning for your family. Having your first child is the right time to have a chat with him to at least understand about Will writing and your family.

As a parent of small children himself, he is a perfect choice to talk to you about how you can get organised in case anything unexpected happens. He can also discuss the Power of Attorney as your loved ones start to need help with their finances and decision making.

He is clearly speaking and chats today about the layers of Estate Planning and how to move forward. It felt very comfortable talking to him about what is a difficult conversation.

Easing stress at a time of bereavement by a bit of planning. Do yourself a favour by giving him a call.

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Business Talks

A way of thinking that enables you to uncover and see problems as opportunities, and then turning those opportunities into a business.

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