Estate planning and supporting your loved ones in retirement

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth uncover all things estate planning including wills and powers of attorney.

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Topics covered today:

1. Why having a will matters more than ever
2. The difference between estate and non-estate assets
3. What happens to super when you die
4. How to give your kids a leg up when you pass
5. Testamentary trusts are the most powerful tool

Resources for this episode:

• Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ 
• James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au 

~~ Resources for the show ~~

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100-point property checklist (PDF): https://bit.ly/prop-check

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Business Coaching: https://bit.ly/o-coach

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg