Top 10 Estate Planning Mistakes to Avoid
Personal estate planning is one of the most critical but often overlooked aspects of our personal and financial lives. Even when we do get around to it, without professional guidance and advice, there is a long list of mistakes that should be avoided.
We have written this eBook to help both existing and prospective clients understand the key mistakes.
By the end of the book, this is what you will know:
- Superannuation and Self-Managed Super Funds (SMSFs)
- Life and Total & Permanent Disability Insurance
- Enduring Powers of Attorney
- Testamentary Trusts
- Who is the Appointor
- Taxation implications and considerations