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Estate Planning Is Broader Than Tax
- Estate planning isn't only about inheritance tax; it covers asset distribution, debts, guardianship and simplifying matters for survivors.
- Planning offers present-day benefits and reduces future stress for those left behind.
Hosts' Guardian Conversation Relief
- Pete and Joe discussed their own worries about choosing guardians for young children and having those conversations with family.
- They felt relief once their children became adults and the decision no longer loomed large.
Create A Will And Lasting Powers Now
- Do make a will and set up lasting powers of attorney for property, finances and health now, regardless of age.
- Register LPAs and get professional help for complex cases to avoid ambiguity and disputes.


