Episode 86 - Estate Planning: Your personal succession plan

There is often confusion surrounding the concept of estate planning, and too often people dismiss this as simply having a Will. But that is only part of the picture.

A complete estate plan allows you to deliberately plan for the future management of your assets, and to determine who will make decisions on your behalf should you become unable to do so in the future.

The first step to ensuring your estate assets are distributed as per your wishes, is to get a complete picture of your financial affairs including information about your financial position, structures and the important people in your life.

Read Pete's full blog here.

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