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Kandungan disediakan oleh Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Estate Planning: Should I Bother? #259

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Manage episode 361561879 series 1258775
Kandungan disediakan oleh Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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.

  continue reading

307 episod

Artwork
iconKongsi
 
Manage episode 361561879 series 1258775
Kandungan disediakan oleh Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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.

  continue reading

307 episod

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