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Estate Planning Before You Need It: Wills, Power of Attorney & Family Wealth in Australia

Absolute Wealth Advisers

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Estate Planning Before You Need It: Wills, Power of Attorney & Family Wealth in Australia

56 просмотров · 2 недели назад
Absolute Wealth Advisers
31 подписчик
56 просмотров · 2 недели назад
Estate planning is about much more than having a will. Absolute Wealth Advisers monthly webinar focuses on ensuring clients have the right legal documents, asset structures, and practical arrangements in place so their wishes can be carried out efficiently and with minimal stress for loved ones. Highlights: 03:23 Core Estate Planning Documents 09:00 Nominations and Assets Outside the Will 12:24 Letter of Wishes Explained 15:11 Advance Care Directive 16:36 Estate vs Non-Estate Assets 20:46 Making the Executor’s Job Easier 27:00 Case Study Blended Families 31:08 Case Study Trusts and SMSFs 35:09 Family Meetings and Scenario Testing 37:17 The Next 90 Days Checklist General advice only. For advice specific to your situation, book a chat with our team - www.absolutewealth.au #EstatePlanningInAustralia #EstatePlanning #AbsoluteWealthAdvisers