Offline dengan aplikasi Player FM !
Estate Planning: Should I Bother? #259
Manage episode 361561879 series 1258775
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.
307 episode
Estate Planning: Should I Bother? #259
Informed Decisions Independent Financial Planning & Money Podcast
Manage episode 361561879 series 1258775
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.
307 episode
Semua episode
×Selamat datang di Player FM!
Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.