Episode 93: Create your Estate Plan - With Simple Steps

Your Estate Plan is your chance to tell your life’s story. You’ve worked hard during your lifetime. Your estate plan is your chance to make your hard work mean something, and to leave a lasting legacy for the people and causes you care about.

Your estate plan includes;

Wills

Powers of Attorney (Medical and Financial)

Guardianship of Children

Outline of your wishes in a Memo of Direction

We discuss the Roles of an Executor and Powers of Attorney and what to consider when choosing the right people.

We also cover the Aspire Estate Planning service.

Download the handy guides for Estate Planning:

https://bit.ly/3ybNsx1

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Episode 94: 2022/23 New Super Rules

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Episode 92: Investments - Asset Allocation & Economic Seasons