DOWNSIZING IN AUSTRALIA
knew nothing about her and Frank’s entire property portfolio
and legal documentation.
All her life, her father had provided her with everything she
needed and then, when she met and married Frank, Frank had
become her protector.
During the presentation I had discussed, wills, powers of attorney,
and other types of documentation relating to an estate. It was
when I mentioned titles to houses, life insurance policies etc. that
she started to be really concerned.
Mary basically said to me, ‘Dean I know we own property, shares,
insurance policies, and a large distribution business. But I don’t
know where to start.’
She told me that the solicitor who had handled Frank’s affairs
when he died was very unhelpful, so she didn’t want to go to him
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