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Estate planning

Apr 9, 2025

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Estate planning

Apr 9, 2025

Estate planning involves creating a plan for how your assets, such as property, money, and personal belongings, will be managed and distributed after your death. It often includes making a will, setting up trusts, designating beneficiaries, and sorting your Enduring Powers of Attorney (EPAs). It’s important to start estate planning early, not just when you are elderly, to ensure your wishes are followed and your loved ones are taken care of.

Ages and Stages

Find the content related to where you are in life’s financial journey.

Age 18 – 34 years

Age 35 – 54 years

Age 55+

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