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Innhold levert av Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Estate Planning: Should I Bother? #259

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Manage episode 361561879 series 1258775
Innhold levert av Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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

313 episoder

Artwork
iconDel
 
Manage episode 361561879 series 1258775
Innhold levert av Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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

313 episoder

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