Episode 39 - Where there's a Will there's a Relative - part 2

Masters of Finance Podcast with Alex Hont

We are back with Lav Chhabra of Perpetuity Legal for part 2 of our estate planning special on the #mastersoffinace podcast. The first time around we covered some of the really important points and roles of a will but in this episode we have a look at some of the more complex situations.

Are you part of a blended family? Have you made adequate provision for everyone in your will? What eve is ‘adequate provision’? If these are questions you can’t answer then have a listen for some hot tips to solving these problems along with how we can get the most out of a testamentary trust for your estate and beneficiaries.

If you would like to get in contact with Lav please visit www.perpetuitylegal.com.au where you can find more information about him and the firm along with all his contact details.

For more information on anything you have heard in this podcast or any previous episodes, please head on over to www.moranfp.com.au to get in touch with Alex or Chris.

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