Estate planning – getting it right (final)
Listen to a Preview
Update Required
To play the media you will need to either update your browser to a recent version or update your Flash plugin.
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 |