Death Benefits - Tricks And Traps
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  Running Time: 9.17 Date: 01/02/2012 How do you make sure your clients' accumulated wealth ends up in the correct hands when they die? We look at the tricks and traps around reviewing an estate plan. Superannuation is one of the biggest wealth accumulation vehicles available. But what happens to that accumulated wealth when a fund member dies? Super specialist Mark Wilkinson, of Wilkinson Superannuation, says that most advisers fail to do even the basics to ensure that superannuation ends up in the correct hands. He says advisors need to regularly review the overall estate plan, taking into account aspects such as trust structure, insurance, enduring power of attorney, and binding death benefit nominations. Topics: Investment |
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