Estate Planning Essentials
From superannuation to digital assets, there’s much more to think about with estate planning than just creating a will.
On this episode of the Friends With Money podcast, Money’s Tom Watson is joined by William Moore, partner and head of private client advisory at Hall & Wilcox, to run through some of the essential components of estate planning.
00:00 Introduction
01:45 Why you need a will and when to update it
04:51 Power of attorney
08:05 Superannuation and naming beneficiaries
12:17 Digital assets in estate planning
15:04 Tax implications for beneficiaries
18:43 Final Thoughts and Advice
20:28 Conclusion
#friendswithmoney #tomwatson #williammoore #estateplanning
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