Dimensions
138 x 216 x 17mm
The population is aging and billions of dollars of assets are set to be transferred to the next generation over the coming decade. Over the next decade estate planning will become the single biggest financial planning issue for baby boomers and their parents. You Can’t Take It With You is a comprehensive, introductory guide to the estate planning process. It covers all the financial, legal and human resource areas of estate planning including wills and trusts, as well as funeral planning, insurance and guardianship of children. You Can’t Take It With You will prepare you for dealing with a financial advisor or lawyer, arming you with a clearer idea of what the estate planning process should entail.
Learn how to:
Leave your affairs in good order and provide for your beneficiaries
Lessen the administrative burden on your beneficiaries
Choose how your assets will be distributed after your death
Ensure your assets will be distributed in an orderly and efficient way
Reduce the risk of family squabbles about the estate and protect your estate from a challenge
Appoint guardians, executors, trustees
Include business succession plans in your estate plans
Use power of attorneys
Minimise taxes and account for superannuation
