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5 Important Documents for Estate Planning episode artwork

Aug 4, 2023 27 min

5 Important Documents for Estate Planning

from Dollars and Making Sense Hosted by Ray Trevisan

Peter Bobbin is a lawyer and accountant with extensive experience over many years, and we recently crossed paths at the Australian Shareholders Association. Peter's estate planning Master Class is well known in ASA circles and today, we're going to start looking at some of the excellent content that he covers, and in doing so, let's discover first off, what the five important documents you need to consider. And to make things easy, all we need in the first instance is a piece of paper and a pen!

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5 Important Documents for Estate Planning

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This episode was published on August 4, 2023.

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