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.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
NFL Daily with Gregg Rosenthal
Gregg Rosenthal and a rotating crew of elite NFL Media co-hosts, including Patrick Claybon, Colleen Wolfe, Steve Wyche, Nick Shook and Jourdan Rodrigue of The Athletic get you caught up daily on all the NFL news and analysis you need to be smarter and funnier than your friends.