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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 つのエピソード
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 つのエピソード
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