Episode 40 - Where there's a Will there's a Relative - part 3

Masters of Finance Podcast with Alex Hont

Part 3 of our Estate planning special coming at ya! Have a listen to the final episode with Lav Chhabra of Perpetuity Legal where we look at some case studies of when a simple will did not provide the right outcomes for people as well as some of the issues to consider when planning the transfer of assets of a Self-Managed Super Fund.

Have you nominated someone to hold your Power of Attorney? Find out why it could be important and also some of the limitations that a Power of Attorney is constrained by.

If you would like to get in contact with Lav please visit www.perpetuitylegal.com.au where you can find more information about him and the firm along with all his contact details.

For more information on anything you have heard in this podcast or any previous episodes, please head on over to www.moranfp.com.au to get in touch with Alex or Chris.

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