Yes. Anyone who owns property – a home, a car, investments, business interests, retirement savings, collectibles, personal belongings, etc – needs a Will. A Will allows you to direct by and to whom your property will be distributed after your death. If you have no Will, your property will normally be distributed according to the intestacy laws. Assumptions about how these rules work is a very common mistake.
The more you have, the less you should leave to chance when it comes to creating an estate plan that minimises taxes. We can help you to ensure that, through planned lifetime gifts and a tax efficient Will, more of your wealth will pass to the people you love.