Estate Planning: Should I Bother? #259

This week I talk about Estate Planning; what to think about and what is important.

While it might not be a topic that gets you all revved up, Estate Planning is considered to be a key aspect of managing one's long-term personal finances, regardless of how simple or complex their financial situation. 

 

Key Estate Planning Points

• Make use of the small gift exemption to the max you can
• Ensure you have a will in place
• Is section 72 really a good idea
• Estate planning is an essential part of your financial plan
• Things to consider, if Estate Planning is on your mind

I hope it helps.