PODCAST WITH EVALESCO

Estate Planning Made Simple: Protecting What Matters Most

In this episode of the Healthy, Wealthy, and Happy Podcast, host Jeff is joined by Senior Financial Adviser Melody to break down estate planning and why it’s essential for protecting what matters most. They discuss key documents like wills, powers of attorney, and advance care directives, as well as the roles of executors, beneficiaries, and trustees in managing your estate.

Melody also shares insights on what additional information can help streamline the process. Plus, they explore common estate planning challenges, including assets not going to the right person and potential impacts on Centrelink benefits.

Whether you’re creating an estate plan for the first time or reviewing an existing one, this episode will help you navigate the process with confidence

Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before acting on any of the information included in this article you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Any references to past investment performance are not an indication of future investment returns. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product.

Prepared by Evalesco Financial Services Pty Ltd Corporate Authorised Representative No. 325313, ABN 23 962 645 633 of The Principal Edge Pty Ltd AFS Licence 225029, ABN 82 003 710 26382 003 710 263

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