Episode 14 - Estate Planning with Alana Harden Williams

After Matt & Lionel discussed the importance of estate planning, they wanted to get an expert on the podcast to provide some valuable insights. Alana Harden Williams from Cooper Williams discussed the importance of expert legal advice and guidance in creating a will, and the potential pitfalls of using online DIY will kits. The team also discussed the potential costs and liabilities associated with estate disputes, the process of obtaining probate, and the importance of choosing an executor who is proactive and detail-oriented. In addition, they explored the benefits of bundling services for retired clientele, the rise of granny flat arrangements, and the need for professionals to communicate complexities to clients.Should you need expert legal advice for your estate planning needs - reach out to Alana athttps://www.cooperwilliams.com.au/Lionel O'Mally https://www.purposeplanning.com.au/https://bunniesmonies.com.au/Matthew McCabehttps://newcastleadvisors.com.au/https://newcastleadvisors.com.au/downsizers-australia/https://newcastleadvisors.com.au/claim-strong/ Hosted on Acast. See acast.com/privacy for more information.