Estate Planning

Published: Feb. 19, 2020, 2:29 a.m.

Many have heard the saying \u2018There are two certainties in life, Death and Taxes.\u2019 That latter most of us will have dealt with when completing our annual tax return, but how many people have actually put thought to what would happen to our assets when we pass away.

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In this episode we are joined by Kieran Hoare from Merthyr Law, who highlights the various aspects of Estate Planning which we all must consider, and he emphasised exactly why it is so important to get your estate in order.

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Episode overview:

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Intro - 0:00

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Topical Topics \u2013 2:03

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In depth Discussion \u2013 8:23

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Vincents Vino \u2013 53:56

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Economic Summary \u2013 57:52

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Join our hosts Brett Griffiths, Superannuation Director, and Jarred Brooks, Financial Advisory Director, each month as they help you gain insight and take control of your wealth creation journey.

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Connect with Brett on LinkedIn: https://www.linkedin.com/in/brettgriffiths/

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Connect with Jarred on LinkedIn: https://www.linkedin.com/in/jarredbrooks/

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Reach out to us at makingcentsofitall@vincents.com.au or on LinkedIn with any questions, feedback or topic requests.

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The information contained in this podcast should not be interpreted as advice. It is general in nature and does not take into account your individual financial situation or needs and should not be relied upon. Before making any investment, insurance, tax, property or financial decision we recommend you consult with a licensed professional adviser to consider your unique circumstances.

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Guests appearing on this podcast may have a commercial relationship with the companies mentioned.