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Listen "When should you review your will?"
Episode Synopsis
Many of us think of a will as a one-and-done thing, but it’s really not. In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP and Head of Wealth Strategies chats about will planning with Sean Hsu, Vice President, Tax.
Sean advises that we should be reviewing our wills regularly (at least every 3-5 years) as part of managing our financial health, and addresses these questions:
- What life transitions might trigger the need to look at our will again?
- What should we be looking at when we review our will?
- What should we know when it comes to legislation changes around succession and tax laws?
Sean advises that we should be reviewing our wills regularly (at least every 3-5 years) as part of managing our financial health, and addresses these questions:
- What life transitions might trigger the need to look at our will again?
- What should we be looking at when we review our will?
- What should we know when it comes to legislation changes around succession and tax laws?
More episodes of the podcast Conversations on Wealth
The evolution of wealth: women and wealth
22/10/2024
Essentials of being an executor
25/09/2024
5 steps to deliberate practice growth
05/06/2024
Managing a financial windfall
15/05/2024
How to introduce children to wealth
08/11/2023
Tax Strategies
30/11/2022
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