Do you ever think about the future?
What happens when you’re gone? How can you help your clients minimize the potential of disputes over their estate? Estate planning can often get messy.
Watch the video below and hear Brenda Hutchinson (TAG Partner) give a preview of her TAG Super Seminar multi-generational planning session: the key issues, minimising potential disputes and possible solutions.
Want to know more?
We will be taking a deep dive into this topic at the TAG Super Seminar
If you have any questions, please contact us on 03 9886 0800 or via email.
If you would like to discuss a project, please contact us. Our advice is quoted upfront for your approval before commencement.
Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686). Copyright 2022. Please do not reproduce without the expressed written consent of the author.