SlideShare a Scribd company logo
It means …
Modern estate planning is
all about putting a plan in
place for you now, and for
your family later
7 Myth’s
Myth 1
It will never happen
to me
#1
The reality of life proves
them wrong.
Did you know that more than 44% of
Australians don’t have
an estate plan in place?
Myth 2
The government
will always look
after me
#2
You do have choices but you need
to make them today
The only way to ensure you have full
control over your estate, and not the
government, is to complete a
modern estate plan today
Myth 3
A simple DIY will-kit
is all you need
#3
A DIY will-kit is not enough.
You also need a current
Power of Attorney
Powers of Enduring Guardianship
(useful for medical decisions)
Testamentary Trust
(to protect your young children
or ageing parents) …
… along with a clear formal letter of
wishes so that people know exactly
what your intentions are for your
estate
Myth 4
My family will
always do the
right thing
#4
You doing the right thing now by
establishing modern estate planning
removes the unfair expectation
placed upon your family during a
stressful future situation
Myth 5
You only need to
plan once
#5
Modern estate planning
is all about making sure your plans
keep pace with the changes in your
life. Your estate plans need to be
reviewed regularly because
modern life demands it
Myth 6
Storing key
documents at home
is a good idea
#6
Don’t expect people to sift through
your personal possessions and
paperwork during a time of great
stress to see if you had a plan.
Make it clear, accessible
and secure
Myth 7
You don’t need
expert help for
estate planning
#7
Most people need a trained and
experienced estate professional to
help them through the complexities
of estate planning. Only then can
you have any real degree of
certainty that you’re leaving
a legacy and not a burden
FinallySorted.com.au
We help and guide our clients to
better understand their options and
the many modern solutions
available to modern life challenges.
Now you can finally get your plans
sorted with one complete service.
visit us online
FinallySorted.com.au
From the clever people at

More Related Content

Viewers also liked

Wanted new-taste-of-shochu
Wanted new-taste-of-shochuWanted new-taste-of-shochu
Wanted new-taste-of-shochu
wantedworldwide
 
Sabbatår
SabbatårSabbatår
Sabbatår
Bente Nybo
 
Printing a workbook and worksheets
Printing a workbook and worksheetsPrinting a workbook and worksheets
Printing a workbook and worksheets
Jacob Zvirikuzhe
 
Byoi orcidimpactstory
Byoi orcidimpactstoryByoi orcidimpactstory
Byoi orcidimpactstory
academictechwarwick
 
Gothic Ignite Presentation
Gothic Ignite Presentation Gothic Ignite Presentation
Gothic Ignite Presentation
eabner
 
Агенција за финансиска поддршка на земјоделството и финансиски развој
Агенција за финансиска поддршка на земјоделството и финансиски развојАгенција за финансиска поддршка на земјоделството и финансиски развој
Агенција за финансиска поддршка на земјоделството и финансиски развојUSAID Small Business Expansion Project
 
A study of Brand Communications within NGO´s
A study of Brand Communications within NGO´s A study of Brand Communications within NGO´s
A study of Brand Communications within NGO´s
Bente Nybo
 
Growth Morphology of Corn
Growth Morphology of CornGrowth Morphology of Corn
Growth Morphology of Corn
USAID Small Business Expansion Project
 
Advantages of Drip Irrigation
Advantages of Drip IrrigationAdvantages of Drip Irrigation
Advantages of Drip Irrigation
USAID Small Business Expansion Project
 
Warwick Mahara User Group
Warwick Mahara User GroupWarwick Mahara User Group
Warwick Mahara User Group
academictechwarwick
 
Beauté reflexion 3 by anais_hanahis
Beauté reflexion   3   by anais_hanahisBeauté reflexion   3   by anais_hanahis
Beauté reflexion 3 by anais_hanahis
Anais Hanahis
 
Symphonie en rouge 3 by anais_hanahis
Symphonie en rouge   3   by anais_hanahisSymphonie en rouge   3   by anais_hanahis
Symphonie en rouge 3 by anais_hanahis
Anais Hanahis
 
Beauté de la photo 15 nat ... geo ..._ by anais_hanahis
Beauté de la photo  15   nat ... geo ..._ by anais_hanahisBeauté de la photo  15   nat ... geo ..._ by anais_hanahis
Beauté de la photo 15 nat ... geo ..._ by anais_hanahis
Anais Hanahis
 
French project
French projectFrench project
French project
Cornelia Lotito
 
Marketing communautaire et contributif : où en sont les grands annonceurs
Marketing communautaire et contributif : où en sont les grands annonceursMarketing communautaire et contributif : où en sont les grands annonceurs
Marketing communautaire et contributif : où en sont les grands annonceurs
CCM Benchmark Institut
 
Beauté fleur macro 3 by anais_hanahis
Beauté fleur macro   3   by anais_hanahisBeauté fleur macro   3   by anais_hanahis
Beauté fleur macro 3 by anais_hanahis
Anais Hanahis
 
Bon matin relax mes ami''es by anais hanahis
Bon matin relax mes ami''es   by anais hanahisBon matin relax mes ami''es   by anais hanahis
Bon matin relax mes ami''es by anais hanahis
Anais Hanahis
 
La veille 2.0
La veille 2.0La veille 2.0
La veille 2.0
Mickaël RIVIERE
 
Primer taller 11 g
Primer taller 11 gPrimer taller 11 g
Primer taller 11 g
dianithaeslava96
 
Communication 2 real
Communication 2 realCommunication 2 real
Communication 2 real
mjhalligan
 

Viewers also liked (20)

Wanted new-taste-of-shochu
Wanted new-taste-of-shochuWanted new-taste-of-shochu
Wanted new-taste-of-shochu
 
Sabbatår
SabbatårSabbatår
Sabbatår
 
Printing a workbook and worksheets
Printing a workbook and worksheetsPrinting a workbook and worksheets
Printing a workbook and worksheets
 
Byoi orcidimpactstory
Byoi orcidimpactstoryByoi orcidimpactstory
Byoi orcidimpactstory
 
Gothic Ignite Presentation
Gothic Ignite Presentation Gothic Ignite Presentation
Gothic Ignite Presentation
 
Агенција за финансиска поддршка на земјоделството и финансиски развој
Агенција за финансиска поддршка на земјоделството и финансиски развојАгенција за финансиска поддршка на земјоделството и финансиски развој
Агенција за финансиска поддршка на земјоделството и финансиски развој
 
A study of Brand Communications within NGO´s
A study of Brand Communications within NGO´s A study of Brand Communications within NGO´s
A study of Brand Communications within NGO´s
 
Growth Morphology of Corn
Growth Morphology of CornGrowth Morphology of Corn
Growth Morphology of Corn
 
Advantages of Drip Irrigation
Advantages of Drip IrrigationAdvantages of Drip Irrigation
Advantages of Drip Irrigation
 
Warwick Mahara User Group
Warwick Mahara User GroupWarwick Mahara User Group
Warwick Mahara User Group
 
Beauté reflexion 3 by anais_hanahis
Beauté reflexion   3   by anais_hanahisBeauté reflexion   3   by anais_hanahis
Beauté reflexion 3 by anais_hanahis
 
Symphonie en rouge 3 by anais_hanahis
Symphonie en rouge   3   by anais_hanahisSymphonie en rouge   3   by anais_hanahis
Symphonie en rouge 3 by anais_hanahis
 
Beauté de la photo 15 nat ... geo ..._ by anais_hanahis
Beauté de la photo  15   nat ... geo ..._ by anais_hanahisBeauté de la photo  15   nat ... geo ..._ by anais_hanahis
Beauté de la photo 15 nat ... geo ..._ by anais_hanahis
 
French project
French projectFrench project
French project
 
Marketing communautaire et contributif : où en sont les grands annonceurs
Marketing communautaire et contributif : où en sont les grands annonceursMarketing communautaire et contributif : où en sont les grands annonceurs
Marketing communautaire et contributif : où en sont les grands annonceurs
 
Beauté fleur macro 3 by anais_hanahis
Beauté fleur macro   3   by anais_hanahisBeauté fleur macro   3   by anais_hanahis
Beauté fleur macro 3 by anais_hanahis
 
Bon matin relax mes ami''es by anais hanahis
Bon matin relax mes ami''es   by anais hanahisBon matin relax mes ami''es   by anais hanahis
Bon matin relax mes ami''es by anais hanahis
 
La veille 2.0
La veille 2.0La veille 2.0
La veille 2.0
 
Primer taller 11 g
Primer taller 11 gPrimer taller 11 g
Primer taller 11 g
 
Communication 2 real
Communication 2 realCommunication 2 real
Communication 2 real
 

Similar to Seven myths of estate planning

Estate Planning
Estate PlanningEstate Planning
Estate Planning
Keith Haegele
 
Property81 Home Buyer Guide
Property81 Home Buyer GuideProperty81 Home Buyer Guide
Property81 Home Buyer Guide
Blueberry Consilium Private Limited
 
Planning to die
Planning to diePlanning to die
Planning to die
Mandeep Singh
 
NETLAW Client Flyer
NETLAW Client FlyerNETLAW Client Flyer
NETLAW Client Flyer
Phillip Carrizales
 
Cover + Book
Cover + BookCover + Book
Cover + Book
Alex Lopez
 
Anne Reed
Anne ReedAnne Reed
Anne Reed
Lucia Garcia
 
Peter's Story - Asset Protection Mistakes to Avoid
Peter's Story - Asset Protection Mistakes to AvoidPeter's Story - Asset Protection Mistakes to Avoid
Peter's Story - Asset Protection Mistakes to Avoid
TrustUs New Zealand
 
ROBABEL-BOOKLET_24PP
ROBABEL-BOOKLET_24PPROBABEL-BOOKLET_24PP
ROBABEL-BOOKLET_24PP
Robert Abell
 
Estate planning 13 questions to ask yourself
Estate planning 13 questions to ask yourselfEstate planning 13 questions to ask yourself
Estate planning 13 questions to ask yourself
Christine Hui Jun Zhong
 
Emergency_Cash.pdf
Emergency_Cash.pdfEmergency_Cash.pdf
Emergency_Cash.pdf
Fakhar Jan
 
Money Myths: You Don't Own Your House, The Bank Does! Money Tips, Tricks & Ta...
Money Myths: You Don't Own Your House, The Bank Does! Money Tips, Tricks & Ta...Money Myths: You Don't Own Your House, The Bank Does! Money Tips, Tricks & Ta...
Money Myths: You Don't Own Your House, The Bank Does! Money Tips, Tricks & Ta...
Rich Wealthy and Successful
 
Emergency cash
Emergency cashEmergency cash
Emergency cash
MOMOBACHIR
 
Aging Parents1
Aging Parents1Aging Parents1
Aging Parents1
investdr
 
Goal setting workshop 2015
Goal setting workshop 2015Goal setting workshop 2015
Goal setting workshop 2015
Bryan Daly
 
Starting Recovery & Support Groups in Your Church
Starting Recovery & Support Groups in Your ChurchStarting Recovery & Support Groups in Your Church
Starting Recovery & Support Groups in Your Church
Todd Stanfield
 
Dukes Wealth Management Corporate Brochure - web version
Dukes Wealth Management Corporate Brochure - web versionDukes Wealth Management Corporate Brochure - web version
Dukes Wealth Management Corporate Brochure - web version
Adrian Duke - Cohan
 
time4care-brochure
time4care-brochuretime4care-brochure
time4care-brochure
Adrian Leach
 
Found money
Found moneyFound money
Found money
YUNUSOZTURK1
 
The Basics of Home Care
The Basics of Home CareThe Basics of Home Care
The Basics of Home Care
Home Careassistance Rockwall
 
Found money
Found moneyFound money
Found money
BOUZIANEABDELKADER1
 

Similar to Seven myths of estate planning (20)

Estate Planning
Estate PlanningEstate Planning
Estate Planning
 
Property81 Home Buyer Guide
Property81 Home Buyer GuideProperty81 Home Buyer Guide
Property81 Home Buyer Guide
 
Planning to die
Planning to diePlanning to die
Planning to die
 
NETLAW Client Flyer
NETLAW Client FlyerNETLAW Client Flyer
NETLAW Client Flyer
 
Cover + Book
Cover + BookCover + Book
Cover + Book
 
Anne Reed
Anne ReedAnne Reed
Anne Reed
 
Peter's Story - Asset Protection Mistakes to Avoid
Peter's Story - Asset Protection Mistakes to AvoidPeter's Story - Asset Protection Mistakes to Avoid
Peter's Story - Asset Protection Mistakes to Avoid
 
ROBABEL-BOOKLET_24PP
ROBABEL-BOOKLET_24PPROBABEL-BOOKLET_24PP
ROBABEL-BOOKLET_24PP
 
Estate planning 13 questions to ask yourself
Estate planning 13 questions to ask yourselfEstate planning 13 questions to ask yourself
Estate planning 13 questions to ask yourself
 
Emergency_Cash.pdf
Emergency_Cash.pdfEmergency_Cash.pdf
Emergency_Cash.pdf
 
Money Myths: You Don't Own Your House, The Bank Does! Money Tips, Tricks & Ta...
Money Myths: You Don't Own Your House, The Bank Does! Money Tips, Tricks & Ta...Money Myths: You Don't Own Your House, The Bank Does! Money Tips, Tricks & Ta...
Money Myths: You Don't Own Your House, The Bank Does! Money Tips, Tricks & Ta...
 
Emergency cash
Emergency cashEmergency cash
Emergency cash
 
Aging Parents1
Aging Parents1Aging Parents1
Aging Parents1
 
Goal setting workshop 2015
Goal setting workshop 2015Goal setting workshop 2015
Goal setting workshop 2015
 
Starting Recovery & Support Groups in Your Church
Starting Recovery & Support Groups in Your ChurchStarting Recovery & Support Groups in Your Church
Starting Recovery & Support Groups in Your Church
 
Dukes Wealth Management Corporate Brochure - web version
Dukes Wealth Management Corporate Brochure - web versionDukes Wealth Management Corporate Brochure - web version
Dukes Wealth Management Corporate Brochure - web version
 
time4care-brochure
time4care-brochuretime4care-brochure
time4care-brochure
 
Found money
Found moneyFound money
Found money
 
The Basics of Home Care
The Basics of Home CareThe Basics of Home Care
The Basics of Home Care
 
Found money
Found moneyFound money
Found money
 

Recently uploaded

How Non-Banking Financial Companies Empower Startups With Venture Debt Financing
How Non-Banking Financial Companies Empower Startups With Venture Debt FinancingHow Non-Banking Financial Companies Empower Startups With Venture Debt Financing
How Non-Banking Financial Companies Empower Startups With Venture Debt Financing
Vighnesh Shashtri
 
Enhancing Asset Quality: Strategies for Financial Institutions
Enhancing Asset Quality: Strategies for Financial InstitutionsEnhancing Asset Quality: Strategies for Financial Institutions
Enhancing Asset Quality: Strategies for Financial Institutions
shruti1menon2
 
Ending stagnation: How to boost prosperity across Scotland
Ending stagnation: How to boost prosperity across ScotlandEnding stagnation: How to boost prosperity across Scotland
Ending stagnation: How to boost prosperity across Scotland
ResolutionFoundation
 
International Sustainability Standards Board
International Sustainability Standards BoardInternational Sustainability Standards Board
International Sustainability Standards Board
Kumar Ramaiah
 
South Dakota State University degree offer diploma Transcript
South Dakota State University degree offer diploma TranscriptSouth Dakota State University degree offer diploma Transcript
South Dakota State University degree offer diploma Transcript
ynfqplhm
 
FCCS Basic Accounts Outline and Hierarchy.pptx
FCCS Basic Accounts Outline and Hierarchy.pptxFCCS Basic Accounts Outline and Hierarchy.pptx
FCCS Basic Accounts Outline and Hierarchy.pptx
nalamynandan
 
Seeman_Fiintouch_LLP_Newsletter_Jun_2024.pdf
Seeman_Fiintouch_LLP_Newsletter_Jun_2024.pdfSeeman_Fiintouch_LLP_Newsletter_Jun_2024.pdf
Seeman_Fiintouch_LLP_Newsletter_Jun_2024.pdf
Ashis Kumar Dey
 
falcon-invoice-discounting-a-strategic-approach-to-optimize-investments
falcon-invoice-discounting-a-strategic-approach-to-optimize-investmentsfalcon-invoice-discounting-a-strategic-approach-to-optimize-investments
falcon-invoice-discounting-a-strategic-approach-to-optimize-investments
Falcon Invoice Discounting
 
真实可查(nwu毕业证书)美国西北大学毕业证学位证书范本原版一模一样
真实可查(nwu毕业证书)美国西北大学毕业证学位证书范本原版一模一样真实可查(nwu毕业证书)美国西北大学毕业证学位证书范本原版一模一样
真实可查(nwu毕业证书)美国西北大学毕业证学位证书范本原版一模一样
28xo7hf
 
What's a worker’s market? Job quality and labour market tightness
What's a worker’s market? Job quality and labour market tightnessWhat's a worker’s market? Job quality and labour market tightness
What's a worker’s market? Job quality and labour market tightness
Labour Market Information Council | Conseil de l’information sur le marché du travail
 
^%$Zone1:+971)581248768’][* Legit & Safe #Abortion #Pills #For #Sale In #Duba...
^%$Zone1:+971)581248768’][* Legit & Safe #Abortion #Pills #For #Sale In #Duba...^%$Zone1:+971)581248768’][* Legit & Safe #Abortion #Pills #For #Sale In #Duba...
^%$Zone1:+971)581248768’][* Legit & Safe #Abortion #Pills #For #Sale In #Duba...
mayaclinic18
 
在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
5spllj1l
 
RMIT University degree offer diploma Transcript
RMIT University degree offer diploma TranscriptRMIT University degree offer diploma Transcript
RMIT University degree offer diploma Transcript
cahyrnui
 
Who Is Abhay Bhutada, MD of Poonawalla Fincorp
Who Is Abhay Bhutada, MD of Poonawalla FincorpWho Is Abhay Bhutada, MD of Poonawalla Fincorp
Who Is Abhay Bhutada, MD of Poonawalla Fincorp
beulahfernandes8
 
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...
sameer shah
 
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
taqyea
 
Money20/20 and EU Networking Event of 20/24!
Money20/20 and EU Networking Event of 20/24!Money20/20 and EU Networking Event of 20/24!
Money20/20 and EU Networking Event of 20/24!
FinTech Belgium
 
Applying the Global Internal Audit Standards_AIS.pdf
Applying the Global Internal Audit Standards_AIS.pdfApplying the Global Internal Audit Standards_AIS.pdf
Applying the Global Internal Audit Standards_AIS.pdf
alexiusbrian1
 
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFiTdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
nimaruinazawa258
 
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Donc Test
 

Recently uploaded (20)

How Non-Banking Financial Companies Empower Startups With Venture Debt Financing
How Non-Banking Financial Companies Empower Startups With Venture Debt FinancingHow Non-Banking Financial Companies Empower Startups With Venture Debt Financing
How Non-Banking Financial Companies Empower Startups With Venture Debt Financing
 
Enhancing Asset Quality: Strategies for Financial Institutions
Enhancing Asset Quality: Strategies for Financial InstitutionsEnhancing Asset Quality: Strategies for Financial Institutions
Enhancing Asset Quality: Strategies for Financial Institutions
 
Ending stagnation: How to boost prosperity across Scotland
Ending stagnation: How to boost prosperity across ScotlandEnding stagnation: How to boost prosperity across Scotland
Ending stagnation: How to boost prosperity across Scotland
 
International Sustainability Standards Board
International Sustainability Standards BoardInternational Sustainability Standards Board
International Sustainability Standards Board
 
South Dakota State University degree offer diploma Transcript
South Dakota State University degree offer diploma TranscriptSouth Dakota State University degree offer diploma Transcript
South Dakota State University degree offer diploma Transcript
 
FCCS Basic Accounts Outline and Hierarchy.pptx
FCCS Basic Accounts Outline and Hierarchy.pptxFCCS Basic Accounts Outline and Hierarchy.pptx
FCCS Basic Accounts Outline and Hierarchy.pptx
 
Seeman_Fiintouch_LLP_Newsletter_Jun_2024.pdf
Seeman_Fiintouch_LLP_Newsletter_Jun_2024.pdfSeeman_Fiintouch_LLP_Newsletter_Jun_2024.pdf
Seeman_Fiintouch_LLP_Newsletter_Jun_2024.pdf
 
falcon-invoice-discounting-a-strategic-approach-to-optimize-investments
falcon-invoice-discounting-a-strategic-approach-to-optimize-investmentsfalcon-invoice-discounting-a-strategic-approach-to-optimize-investments
falcon-invoice-discounting-a-strategic-approach-to-optimize-investments
 
真实可查(nwu毕业证书)美国西北大学毕业证学位证书范本原版一模一样
真实可查(nwu毕业证书)美国西北大学毕业证学位证书范本原版一模一样真实可查(nwu毕业证书)美国西北大学毕业证学位证书范本原版一模一样
真实可查(nwu毕业证书)美国西北大学毕业证学位证书范本原版一模一样
 
What's a worker’s market? Job quality and labour market tightness
What's a worker’s market? Job quality and labour market tightnessWhat's a worker’s market? Job quality and labour market tightness
What's a worker’s market? Job quality and labour market tightness
 
^%$Zone1:+971)581248768’][* Legit & Safe #Abortion #Pills #For #Sale In #Duba...
^%$Zone1:+971)581248768’][* Legit & Safe #Abortion #Pills #For #Sale In #Duba...^%$Zone1:+971)581248768’][* Legit & Safe #Abortion #Pills #For #Sale In #Duba...
^%$Zone1:+971)581248768’][* Legit & Safe #Abortion #Pills #For #Sale In #Duba...
 
在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
 
RMIT University degree offer diploma Transcript
RMIT University degree offer diploma TranscriptRMIT University degree offer diploma Transcript
RMIT University degree offer diploma Transcript
 
Who Is Abhay Bhutada, MD of Poonawalla Fincorp
Who Is Abhay Bhutada, MD of Poonawalla FincorpWho Is Abhay Bhutada, MD of Poonawalla Fincorp
Who Is Abhay Bhutada, MD of Poonawalla Fincorp
 
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...
 
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
 
Money20/20 and EU Networking Event of 20/24!
Money20/20 and EU Networking Event of 20/24!Money20/20 and EU Networking Event of 20/24!
Money20/20 and EU Networking Event of 20/24!
 
Applying the Global Internal Audit Standards_AIS.pdf
Applying the Global Internal Audit Standards_AIS.pdfApplying the Global Internal Audit Standards_AIS.pdf
Applying the Global Internal Audit Standards_AIS.pdf
 
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFiTdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
 
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
 

Seven myths of estate planning

  • 1.
  • 2.
  • 3. It means … Modern estate planning is all about putting a plan in place for you now, and for your family later
  • 4.
  • 6.
  • 7. Myth 1 It will never happen to me
  • 8. #1 The reality of life proves them wrong. Did you know that more than 44% of Australians don’t have an estate plan in place?
  • 9.
  • 10. Myth 2 The government will always look after me
  • 11. #2 You do have choices but you need to make them today The only way to ensure you have full control over your estate, and not the government, is to complete a modern estate plan today
  • 12.
  • 13. Myth 3 A simple DIY will-kit is all you need
  • 14. #3 A DIY will-kit is not enough. You also need a current Power of Attorney Powers of Enduring Guardianship (useful for medical decisions) Testamentary Trust (to protect your young children or ageing parents) …
  • 15. … along with a clear formal letter of wishes so that people know exactly what your intentions are for your estate
  • 16.
  • 17. Myth 4 My family will always do the right thing
  • 18. #4 You doing the right thing now by establishing modern estate planning removes the unfair expectation placed upon your family during a stressful future situation
  • 19.
  • 20. Myth 5 You only need to plan once
  • 21. #5 Modern estate planning is all about making sure your plans keep pace with the changes in your life. Your estate plans need to be reviewed regularly because modern life demands it
  • 22.
  • 23. Myth 6 Storing key documents at home is a good idea
  • 24. #6 Don’t expect people to sift through your personal possessions and paperwork during a time of great stress to see if you had a plan. Make it clear, accessible and secure
  • 25.
  • 26. Myth 7 You don’t need expert help for estate planning
  • 27. #7 Most people need a trained and experienced estate professional to help them through the complexities of estate planning. Only then can you have any real degree of certainty that you’re leaving a legacy and not a burden
  • 28.
  • 29. FinallySorted.com.au We help and guide our clients to better understand their options and the many modern solutions available to modern life challenges. Now you can finally get your plans sorted with one complete service.
  • 31. From the clever people at