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Estate planning – getting it right (final)

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Running Time: 11:45

Date: 01/01/2019

This final part of a three-part discussion on estate planning looks at the management of trusts and companies.

Michael Jones and Greg Keady examine the tax consequences of transferring assets in a trust, and what happens with cash and shares in a company when you're gone. They offer their final thoughts on a long-term strategy which can affect the financial and emotional stability of a family.

  

Topics: Accounting & Tax


Michael Jones, Cummings Flavel McCormack & Greg Keady, APW Partners