As part of the holistic approach to her client’s overall financial position, Lyn Eddy ensures that her clients are aware of the importance of having the appropriate documents in place. These would typically involve the following:
- Wills
- Enduring Powers of Attorney
- Advanced Health Directives
- Testamentary Trusts
While Lyn Eddy Financial does not provide specific advice in this regard, Lyn can recommend specialist legal advice.
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