215 estate planning essentials

Today on the show we're unpacking the essentials of estate planning. Martin is joined by wills & estate planning lawyer, Fiona Wicks from Aubrey Brown Lawyers who explains:

👉 what does estate planning cover?

👉🏼 what assets are included in a will vs what is excluded

👉🏽 how to distribute your superannuation after you pass away

👉🏾 what are the responsibilities of an executor?

👉🏿 what is an enduring power of attorney / enduring guardianship?

👉🏻 what is a beneficiary?

If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help

🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.

Hosted on Acast. See acast.com/privacy for more information.