Estate planning and supporting your loved ones in retirement

In this Australian Retirement Podcast episode, your hosts Drew Meredith, and James O'Reilly, uncover all things estate planning including wills and powers of attorney.

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About this episode

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O’Reilly, from Northeast Wealth uncover all things estate planning including wills and powers of attorney.

Topics covered today:

  1. Why having a will matters more than ever
  2. The difference between estate and non-estate assets
  3. What happens to super when you die
  4. How to give your kids a leg up when you pass
  5. Testamentary trusts are the most powerful tool

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