Unscrupulous executors, family conflict, grief and simple mistakes can all trigger estate challenges, but there are ways to mitigate the risk, an estate planner has said. On this week's podcast, the Nest Egg team chats with Australian Unity Trustees national manager of estate planning Anna Hacker about the changing estate planning landscape. According to Ms Hacker, things like cryptocurrency are throwing up new challenges, but the key is to plan early and review regularly. She also told the team: 1. Why a will kit is often not enough. 2. Why some Australians are burying their cryptocurrency wallet keys in literal holes. 3. How effective planning can reduce not only stress, but eventual tax bills. Thanks, Anna, for sharing your insights with the Nest Egg podcast team! You can stay up to date with what Anna and Australian Unity Trustees are up to here. www.australianunity.com.au/pfs/trustee-home Have an investment story to share? Get in touch
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