Experien Financial Services helps advise our clients on how to accumulate assets and plan their financial future. Building your asset base is hard and takes time. But what happens to your accumulated wealth when the worst happens to you? How do you ensure your estate is dealt with in a tax efficient way and in accordance with your wishes? Who will look after you and your assets if you are incapacitated?
Estate planning helps to ensure that, on your death, your assets will be managed and transferred according to your wishes, in the most financially efficient and tax-effective way, to the people you wish to benefit. You also need to ensure that you have documentation in place to enable a trusted person to deal with your financial and medical affairs, should the need arise, due to unforeseen circumstances, incapacity or illness during your lifetime and prior to your death.
Hosted by Tony Snoyman* from Experien Financial Services, Joanne Carusi** and Emma Blay*** from Barry.Nilsson lawyers discuss the importance of estate planning and answer many of the common questions that we regularly get asked.
In this webinar, their simple explanations around important planning issues such as testamentary trusts and enduring powers of attorney are sure to clarify any nagging questions you have in this complicated and often frightening space.