Estate Planning Documentation

Most people have heard of estate planning, but do you know the documents required for both individuals and business owners, as well as their purpose?  Wills, Powers of Attorney, Shareholder Agreements…it’s important to understand the distinction between the documents that look after your personal estate as opposed to those that deal with your business assets.  By having an estate plan that provides the right documentation, your personal circumstances and any complexities can be considered.

 In this episode, Alex and Dave talk through the different types of estate planning documentation, how and why they are used and the importance of engaging the right legal and financial advisors for your individual or family situation.

 #business #legal #WealthActivism #financialadvice #businesssuccess #podcast #melbourne

David Murdoch is a Wealth Activist® at paxtonbridge.com. Alex Martin is Partner of tauruslawyers.com.au. No drinks were harmed in the making of this episode.