Ep 81: Importance of Estate Planning & Property Will - with Jeremy Iannuzzelli & Shanil Lal
What School Should Have Taught YouShow Notes
Importance of Estate Planning & Property Will
Do you have a will, and is it set up properly?
In this episode of, Jeremy Iannuzzelli sits down with lawyer Shanil Lal from Runnymede Lawyers to discuss the essentials of wills and estate planning. They cover why everyone should have a will, the role of executors and powers of attorney, and the risks of DIY will kits that aren’t properly executed.
Shanil explains how having the right structures in place can make life easier for families and ensure assets are distributed according to your wishes. The conversation also explores testamentary trusts, showing how they can protect wealth, provide tax advantages, and safeguard assets for children. Shanil shares practical tips to minimise will disputes and preserve wealth for future generations.
This episode provides listeners with the knowledge to make informed decisions and secure their family’s financial future.
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Get in touch with Jeremy and his team:
Website: https://www.praediumpartners.com.au/
Get in touch with Shanil Lal:
Website: https://www.runnymedelawyers.com.au/
Disclaimer: This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions.
The opinions expressed by the host, guests, or callers are their own and do not necessarily represent those of the podcast, its sponsors, or affiliates. The podcast does not guarantee the accuracy or reliability of any information provided.
Listeners are responsible for their own financial decisions and should not rely solely on information from this podcast. Participation in the podcast does not establish a professional relationship, and information shared during calls is not confidential.
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