60% of Australians are what one of the country’s leading estate planning lawyers calls ‘set up for a bit of a disaster.’ No will. A will that’s 10 years out of date. Or no idea if they even have one.
In this episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with Morgan Solomon a founding director of Solomon Hollett Lawyers and 25-year succession law specialist. They unpack the A to Z of estate planning. This is one of the most important financial conversations any family can have, and most people keep putting it off.