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
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