Navigated to Estate Planning Essentials

Estate Planning Essentials

October 14
21 mins

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Episode Description

From superannuation to digital assets, there’s much more to think about with estate planning than just creating a will.

On this episode of the Friends With Money podcast, Money’s Tom Watson is joined by William Moore, partner and head of private client advisory at Hall & Wilcox, to run through some of the essential components of estate planning.

00:00 Introduction

01:45 Why you need a will and when to update it

04:51 Power of attorney

08:05 Superannuation and naming beneficiaries

12:17 Digital assets in estate planning

15:04 Tax implications for beneficiaries

18:43 Final Thoughts and Advice

20:28 Conclusion

#friendswithmoney #tomwatson #williammoore #estateplanning

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Email Us: podcast@moneymag.com.au


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