63. Succession Planning with Terry Waugh
Aug 18, 2022•48 min
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Episode description
Today we’re talking about succession planning with the one and only Terry Waugh.
This is a pretty big topic but we’ll be focusing in on areas such as:
- What is succession planning and why should we care? (02:22)
- What are some of the available options for succession planning? (04:19)
- Wills (07:06)
- Testamentary trusts (13:31)
- Succession planning within companies (20:52)
- Superannuation - who gets it when you die? (24:15)
- SMSF - what are the key differences? (28:42)
- Life insurance inside superannuation (39:30)
- How to protect your kids in case you die (31:01)
- How much do these structures cost? (33:27)
- Podcast - 46. Terry Waugh - Structuring
- Website - Structuring Lawyers Pty Ltd
- Podcast - The Structuring Podcast
- Facebook - Aussie FIRE Discussion Group
- Forum - Property Chat
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