IN THE BALANCE: Beyond the portfolio – A property investor’s guide to estate planning

While many investors focus on acquiring assets, few think about what happens to their wealth when they’re no longer around, often resulting in a large portion of assets being lost to taxes or distributed against their wishes.

According to the KHI experts, a well-crafted estate plan includes a will, power of attorney, guardianship, and superannuation directives to ensure investors control their portfolio until the end.

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Tyrone also suggests that investors involve their families in the process, which helps avoid future disputes and builds financial literacy in the next generation.

Although costs can range from $4,000 to $10,000, the KHI experts recommend that investors review their estate plans every two to three years or following major life changes to remain aligned with personal goals.

Tags:

• Podcast
• In the balance

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