Top 10 Estate Planning Mistakes to Avoid - Spring Financial Group

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
  • Guardianship
  • Executors
  • Who is the Appointor
  • Taxation implications and considerations
Downloading this eBook will also give you access to special bonus offers within Spring Financial Group.
This eBook does not substitute professional tailored financial advice. If you wish to meet with an adviser please Make an Appointment.

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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.

Play the video to peek inside this eBook or simply fill in your details to receive your free copy instantly.