ASSET PROTECTION

• Do you have a current asset protection program?
  
  
• Do you operate a company?
  
  
• Do you have a discretionary trust?
  
  
• Do you have a unit trust?
  
  
• Have you reviewed the asset protection program in the last 2 months?

BUSINESS SUCCESSION

• Do you have a current business succession program?
  
  
• Have you carried out a review of the business succession program?

ESTATE PLANNING

• Do you have a current estate plan?
  
  
• Do you have a current will?
  
  
• Have you recently carried out a review of your estate plan or will?

PROTECTION INSURANCES

• Do you have life insurance?
  
  
• Do you have income protection?
  
  
• Do you have trauma and illness cover?
  
  
• Does your life insurance cover debts and replace income?
  
  
• Have you recently had a review of your protection insurances?
  
  
  

If you answer NO to any question, you need to review each program.

Behan Legal will arrange an appointment to review and assess your risk with one of its appropriate licensed advisors.