By Ashley Montesin, Director and Financial Planner at Regional Financial Solutions
Join us on the Retirement Breeze podcast as we welcome Richard Morris, an estate planning solicitor and founding partner at Moin Morris Schaefer. Richard enlightens us on the intricate details of estate planning, deceased estates, and estate litigation. Listen in as he shares his perspective on taking a holistic approach, teaming up with professionals like lawyers, accountants, and financial planners, to secure a beneficial outcome for clients. Richard also sheds light on the steps clients can take towards end-of-life planning, preparing wills, powers of attorney, appointments of enduring guardians, and advanced care directives.
The episode also addresses the importance of regularly updating wills as life circumstances change. From relationship breakdowns to shifts in wealth, your will may need revising. Richard explains the benefits of trust structures for inheritors and how government default rules can lead to unexpected results. With a comprehensive conversation around estate planning and the significance of maintaining updated wills, this episode provides a wealth of information to help navigate these complex processes. Don't miss out on part two!
If you like to learn more about Ashley Montesin and Regional financial solutions
Website: https://www.rfsadvice.com.au/ or https://www.regionalfinancialsolutions.com.au/
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Disclaimer: Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.