Estate Planning: Should I Bother? #259

Informed Decisions Independent Financial Planning & Money Podcast

Контент предоставлен Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

1+ y ago 22:22

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This week I talk about Estate Planning; what to think about and what is important.

While it might not be a topic that gets you all revved up, Estate Planning is considered to be a key aspect of managing one's long-term personal finances, regardless of how simple or complex their financial situation.

Key Estate Planning Points

Make use of the small gift exemption to the max you can
Ensure you have a will in place
Is section 72 really a good idea
Estate planning is an essential part of your financial plan
Things to consider, if Estate Planning is on your mind

I hope it helps.

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