Apr 10 2024 22 mins 5
Many of us think of a will as a one-and-done thing, but it’s really not. In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP and Head of Wealth Strategies chats about will planning with Sean Hsu, Vice President, Tax.
Sean advises that we should be reviewing our wills regularly (at least every 3-5 years) as part of managing our financial health, and addresses these questions:
- What life transitions might trigger the need to look at our will again?
- What should we be looking at when we review our will?
- What should we know when it comes to legislation changes around succession and tax laws?
Sean advises that we should be reviewing our wills regularly (at least every 3-5 years) as part of managing our financial health, and addresses these questions:
- What life transitions might trigger the need to look at our will again?
- What should we be looking at when we review our will?
- What should we know when it comes to legislation changes around succession and tax laws?
