Estate Planning Essentials

15/10/2025 21 min Temporada 5 Episodio 225
Estate Planning Essentials

Listen "Estate Planning Essentials"

Episode Synopsis

From superannuation to digital assets, there’s much more to think about with estate planning than just creating a will.On this episode of the Friends With Money podcast, Money’s Tom Watson is joined by William Moore, partner and head of private client advisory at Hall & Wilcox, to run through some of the essential components of estate planning.00:00 Introduction01:45 Why you need a will and when to update it04:51 Power of attorney08:05 Superannuation and naming beneficiaries12:17 Digital assets in estate planning15:04 Tax implications for beneficiaries18:43 Final Thoughts and Advice20:28 Conclusion#friendswithmoney #tomwatson #williammoore #estateplanningPodcast Links:Listen on Apple PodcastsListen on SpotifyMoney WebsiteYouTube Podcast PlaylistEmail Us: [email protected] stories like this in our newsletter: bit.ly/3GDirbR