At Every Age There Is Something To Protect - Your Estate Plan Road Map With Elizabeth Cummings

Podcast: Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies · Mont Wealth Advisors

Opublikowano: 2026-07-31

Rob Pizzichetta of Mont Wealth hosts Elizabeth Cummings of Conlon Cummings Lawyers to discuss how major life events like death, estrangement, marriage, divorce, or illness should trigger an estate plan review. They cover recent proposed tax changes to trusts and the government’s backflip on testamentary trust reforms, then explain what testamentary trusts are and how they can provide tax advantages (including income distributions to minors) and asset protection, plus stamp duty advantages when transferring inherited property within beneficiary rules. Elizabeth outlines key estate planning needs by age: for 30s (guardianship, trustees, wills, enduring powers of attorney, medical treatment de...