04 December 2019 - The Moat Succession and Estate Planner Strategy

In this strategy session Grant Abbott, leading author and presenter looks at how to build a "Moat" around your or a client's affairs to protect them from legal challenges on death or incapacity. With the WA Andre Taylor case costing $500,000 in legal fees when a de facto challenged her deceased spouse's will no one is safe. As an aside the Taylor estate was only worth $600,000!

The LightYear docs Moat builds an Enduring Power of Attorney, upgrades any existing SMSF to a Leading Member structure to keep super wealth in the family and away from the lawyers, a SMSF Will dealing with super only and also a Will with in-built testamentary trusts. This is a groundbreaking system using advanced intuitive technology which reduces weeks of work to less than an hour.

Watch as Grant explains the five reasons why Accountants and Financial Planners make the best estate planning specialists and a case study where the Moat is put into action.