Estate Planning: Should I Bother? #259
Informed Decisions Independent Financial Planning & Money Podcast - A podcast by Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach) - Mondays
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.
