Do you have a Will which is valid?	Yes	No
	It is clear and concise complying with the legal formalities. Today we have to be aware of the potential for challenges and claims to our estate. If you wish to give your estate to your beneficiaries in the manner and on the terms and conditions that are best you need a Will. (Don't Die for the Tax Man)
	There are also a number of things that can affect your Will and require a revision. For example: consider the following questions.
(i)	Changes in your personal life
	Have you remarried?	Yes	No
	Has there been a marriage, divorce, separation or death of any beneficiary?	Yes	No
	Have you or your beneficiaries had any additional children?	Yes	No
	If you have been divorced, have you had an opportunity to consider possible claims on the estate and plan for them?	Yes	No
	Have you or any other beneficiary changed their name?	Yes	No
	Has any person chosen as a co-executor become unsuitable?	Yes	No
(ii)	Changes in assets
	Have you recently given one of your beneficiaries funds or assets you want them to keep?	Yes	No
	Have you recently acquired or disposed of any real estate or other CGT assets?	Yes	No
	Have the asset values changed in such a way that they will affect the value of gifts under the will?	Yes	No
	Have you sold any asset that was the subject of a particular gift?	Yes	No
(iii)	How are your assets currently held?
	Have you established a family trust or company structure since drafting a will and does your current will adequately deal with the administration and any disposal of assets?	Yes	No
	Have you considered the use of a testamentary trust to either protect a particular member of the family or provide some financial advantages?	Yes	No
	Do you have any assets held in joint names?	Yes	No
	If yes, does the taxation treatment of these assets deemed to be held as Tenants-in-common require re-thinking how to best distribute or hold these assets?	Yes	No
	Finally, have you ensured the SPR (sole or principle residence) exemption will be passed on?	Yes	No
	Your home is an important part of your estate, have you made any changes to the way you use your principle place of residence?
	Do you work from home?	Yes	No
	Do you rent out all or part of the property?	Yes	No
	Have you under taken any renovations or alterations since purchasing the property?	Yes	No
	If so to what value?
	What is the total value of your dwelling
	(a) upon purchase
	(b) at today's market value
	(c) what is the value of any renovation
	Please provide the following contact information:
	Name Title Work Phone FAX E-mail
	Submit this information to Anderson Financial Group for up to the minute advice