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Episode Description:
In this episode, Ricky shares a case study highlighting the importance of comprehensive estate planning and how financial advisors and lawyers work together to fulfil clients’ wishes.
He talks about the critical role of updating wills after significant life events, the benefits of binding non-lapsing nominations in superannuation, and the strategic use of investment bonds for tax-efficient inheritance planning.
Ricky also discusses how clear beneficiary nominations help avoid probate, the emotional aspects of estate planning, and the necessity of having a financial advisor and a lawyer to guarantee a well-rounded estate plan.
If you want to ensure your estate planning is thorough, tax-efficient, and aligned with your wishes, then make sure to listen to this episode!