tag:blogger.com,1999:blog-22517597.post3899385401207759930..comments2024-03-03T11:13:39.377+11:00Comments on Moomin Valley: Understanding Wills and Estate PlanningmOOmhttp://www.blogger.com/profile/03440274434662150925noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-22517597.post-69437664271443491372019-08-31T09:34:20.021+10:002019-08-31T09:34:20.021+10:00Ideally we could find a firm that integrated every...Ideally we could find a firm that integrated everything. The book's author suggested that a lawyer like him could do all these things...mOOmhttps://www.blogger.com/profile/03440274434662150925noreply@blogger.comtag:blogger.com,1999:blog-22517597.post-49490737132615848352019-08-30T15:59:43.549+10:002019-08-30T15:59:43.549+10:00A lawyer will be good to draw up a legal will, but...A lawyer will be good to draw up a legal will, but I'd suggest first seeing a financial planner (one that has expertise in estate planning) to discuss your needs and get the pros and cons of various options explained - the tax implications can vary a lot, especially when it comes to super (in accumulation or pension phase). The planner should have a relationship with a suitable estate lawyer.<br /><br />Power of Attorney can also vary slightly from state to state, so you might also want to check into that if you might move from the ACT when you retire.<br /><br />I only did a basic estate planning course when I did my DFP qualification, but I'm now doing an 'advanced' estate planning course for my ADFP, and will also be doing a course on estate planning next year for my Masters - if you were nearby I'd offer to be your financial adviser ;)enoughwealth@yahoo.comhttps://www.blogger.com/profile/09371028394685288035noreply@blogger.com