22/02/2024 Podcasts 20 minutes to read Back to all News & Insights

Estate Planning Essentials

Praemium's General Manager Samantha Hawkins, hosts SLF Lawyers on the Praemium Advice Leaders Podcast. Founder and Managing Partner Rebecca Fahey and Senior Associate Theresa Elhage discuss the importance of estate planning, especially for high net worth individuals, in a podcast episode. The conversation covers topics such as the significance of estate planning, initiating discussions with clients, key documents, complexities of family structures, tax planning, charitable giving, and the importance of collaboration between financial planners and legal professionals.

Our recent research into HNW investors outlined that estate planning was the number one advice need with over 34% of HNWs wanting more support with estate and inheritance planning. This podcast provides some valuable insights and practical steps on supporting your clients' estate planning needs. 

WEBINAR: Strategies for successful estate planning

Listen to our on-demand webinar on the intricacies of strategic estate planning with SLF Lawyers.  Managing Partner Rebecca Fahey and Senior Associate Theresa Elhage discuss advanced strategies that can reshape your clients' financial futures, refine your communication skills for navigating crucial estate planning discussions, and learn the art of building collaborative referral networks with experts in allied fields. 

This session is FAAA accredited for 0.75 CPD points.

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