12 February 18

Here’s how you can navigate the common estate planning pitfalls

Anna Hacker, Accredited Specialist – Wills & Estates, National Manager, Estate Planning, Australian Unity Trustees Ltd, discusses how you can navigate the common estate planning pitfalls:

People often think they have a very clear idea of what they want to achieve with their estate plan and they usually think it will be straight-forward.

For example, a common approach is to say they want to leave some money to a favoured charity or two and then have the rest of their estate divided equally amongst their children.

While this may sound simple, a few probing questions may uncover potential issues.

Click here to see the questions and issues that should be considered.  https://goo.gl/tS1aE2