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Estate Planning for Advisers

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Are you ready for the Endgame? Almost half of Australian adults aren’t, and pass away without a Will in place.

Professional advisers, such as accountants and financial planners, are in an ideal position to help their clients prepare for the inevitable by taking steps to get their Estate Planning sorted. They even have a duty to do so.

In our recent Wednesdays With Redchip event, Playna Ho and Ian Tindale discussed Estate Planning issues relevant to accountants, financial advisers and their clients, including:

  • Estate Planning considerations for clients with structures
  • How Testamentary Trusts work
  • Building Estate Planning services into your practice and avoiding legal risks
  • Yodal – Estate Planning technology for advisers

View the slide presentation below and don’t hesitate to contact us for more information.



Please note this presentation was prepared for accountants, financial planners and professional advisers.

We host Wednesdays With Redchip on the third Wednesday of each month. See our upcoming events here.

Please get in touch with our team if you have any follow up questions to the content provided.

 

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