PODCAST WITH EVALESCO

Estate Planning Mistakes That Could Cost You: What You Need to Know

In this episode of the Healthy, Wealthy, and Happy podcast, host Melody is joined by estate planning lawyer Jacinta to explore the complexities of estate planning and the costly mistakes people often make.

They discuss real-life examples of when estate planning has gone wrong and why even those with seemingly simple situations can benefit from specialised advice. Jacinta shares key tips on how to prepare for estate planning properly, debunks common myths and misconceptions, and explains the important considerations when leaving someone out of a Will or bypassing a generation.

Whether you’re reviewing your estate plan or starting from scratch, this episode is packed with valuable insights to help you protect your legacy.

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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