Artwork

Content provided by Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Estate Planning: Should I Bother? #259

22:22
 
Share
 

Manage episode 361561879 series 1258775
Content provided by Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

301 episodes

Artwork
iconShare
 
Manage episode 361561879 series 1258775
Content provided by Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

301 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide