Estate Planning
The Australian Financial Planning Handbook is the authoritative source of information on a range of financial planning issues. Chapter 15 focuses on estate planning.
This chapter gives advisers an insight into the issues that surround estate planning, enabling them to more fully understand issues and how they may affect their clients. To advise and assist a client with their estate plan, an adviser will need to understand the impact of various aspects of estate planning, including wills, superannuation and estates, and business succession plans.