Estate Planning Basics – Video

Estate Planning Basics – Video

James Ballantyne recently gave a short presentation to BNI Elite – Helensvale on basic issues in estate planning.

Estate planning should start with estate planning’s “golden rule” – she (or he) that has the gold, should make the rules.

We start by understanding what our clients’ estate planning objectives are – what they want to achieve, and work with them (and in some cases, their accounting or financial advisors) to structure an appropriate plan around those objective.

Of course we need to take into account the issues that commonly arise, depending on the circumstances, which can include family provision applications, taxation consequences and other structuring and superannuation matters.

Learn more about BNI

News

Related Posts

img
  • 18/07/2021
5 Common Questions When Considering Estate Planning In Australia
Read more
img
  • 07/04/2021
What happens if I die without a will?
Read more
Google Rating
5.0
Based on 65 reviews