On this episode of No BS With Birchy, join Nathan Birch as he sits down with solicitor Belinda Sidorovski from Zenith Legal as they talk through the importance of estate planning, and the impacts different estate plan structures (or not having one) can have on property and assets.

Tune into this education-rich episode as they cover everything from understanding the functions of key estate planning documents, past client scenarios, as well as best practices to ensure your assets are secured in the way you need them to be for your family’s future. If you’re a property investor and haven’t yet got yourself a will, this episode is for you. 

Show Notes:

02:56 – Why estate planning is a non-negotiable
04:20 – Getting documents together while you’re fully able
06:10 – Families drafting will’s simultaneously
08:00 – Inheritance and tax scenarios in Australia
10:12 – Three main documents – what they are and their purpose
10:58 – Enduring Guardianship – the ins and outs
12:29 – The earlier the better when it comes to Estate Planning
14:32 – How often you should update your Will
17:20 – Realistic client scenarios
18:45 – The importance of Financial Agreements in relationships
20:15 – Completing a Will is a lot easier than you think

Listen to this week’s episode while you’re running an errand or on the road here.

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