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Estate Planning: Should I Bother? #259
April 24, 2023
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.
- 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.
Disclaimer
The content of this site including blogs and podcasts is for information purposes only. Everybody’s financial situation is different and the content we share on our site and through podcasts may not be applicable to you.
The articles, blogs and podcasts are not investment advice. They do not take account of your individual circumstances, including your knowledge and experience and attitude to risk. Informed Decisions can’t be held responsible for the consequences if you pursue a course of action based on the information we share
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