"Live your beliefs and you can turn the world around".
- Henry Thorough
Showing posts with label Estate Planning. Show all posts
Showing posts with label Estate Planning. Show all posts

22 October 2008

Be aware when you open a joint account...


Tips on when you open a joint account.

1. Check with the bank whether there is a survival clause or not.

2. Check with the bank what will happen to your account when one party dies.

If the bank will freeze your account, make sure you include beneficiary/beneficiaries for your bank monies when you write a will.

From the desk of Janice

08 October 2008

The importance of a will.



Attached a link on the explanation of will which may be useful to you...