Article Written by Ian Kilbride. I was shocked and saddened recently when told that one of our former Wealth Specialists had died at the young age of 30. It was a sobering reminder of one’s mortality. Although our former colleague had left to pursue his own business interests, he had the presence of mind to keep his last Will and testament with Appleton – The Fiduciary Specialists. Upon hearing of the death of our former colleague, I asked the Appleton Managing Director, Tim Hughes, to personally oversee the administration of the Estate. Upon reviewing the Will, a few important things emerged. Firstly, although his personal circumstances had changed significantly over the past couple of years, our former colleague had not changed his Will to reflect these changes and changes to his wishes. So, while the Will is entirely valid and executable, and Appleton will administer his Estate with its customary care and efficiency, it is unfortunate to know that the legacy that he built up will not benefit those closest to him. The second concern is that our former colleague had entered into a business relationship with a partner which adds further complications to the Estate as there is no […]
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