EP 52 - Protecting Your Wealth - Estate Planning 101

More Than Money

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1+ y ago 12:12

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In this episode, we will be discussing the importance of organising and managing the distribution of your assets and possessions after you pass away.

We will cover topics such as creating a will or trust, making arrangements for the care of minor children, and establishing a plan for managing your financial affairs if you become incapacitated. Estate planning is essential to ensure that your wishes are carried out and to minimise the possibility of disputes among your loved ones. Tune in to learn more about this critical topic.

Resources

Watch full episode on YouTube: https://youtu.be/4x-Q8XH7Etw
Wills & Powers of Attorney: moneysmart.gov.au/wills-and-powers-of-attorney

Ask a question | https://www.rossmarais.com/askross

Episode Sponsor | This episode is brought to you by More Time Financial, a financial planning company that is on a mission to help young Australians make smarter decisions with money by providing real-life financial advice, coaching and financial education.

Book in for a free initial 30-minute consultation - https://moretimefinancial.com.au/get-started/

Disclaimer | In preparing this podcast episode, the contributors have not taken into account any particular person's objectives, financial situation or needs. Before acting on this information, you should consider its relevance to your personal circumstances.

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