In this episode, I sit down with Holly Egerton, founder of Succession, to discuss the vital role estate planning plays in securing your family’s future and avoiding unnecessary complications.Holly has over eight years of experience specialising in estate planning, wills, trusts, and relationship property law. With a background in helping families navigate complex legal situations, Holly brings a practical and empathetic perspective to the table, focusing on proactive planning to avoid disputes and simplify processes for grieving loved ones.In this episode, we explore:

Why wills are essential for every adult, no matter their assets or life stage.

The critical mistakes people make with estate planning and how to avoid them.

How to choose guardians for your children and executors for your estate.

The importance of revisiting your will after life changes like marriage, children, or separation.

Why estate planning is especially important for blended families and immigrant families.

This episode is packed with actionable advice to help you better understand estate planning and take the first steps towards securing your family's future.I’d love to hear your thoughts on this topic. Have you considered how a will could simplify things for your loved ones?

About Our Guest

Holly Egerton

Founder of Succession

About: Holly has a wealth of experience in estate planning and family law. She founded Succession to provide clients with a simpler, more accessible way to create wills and enduring powers of attorney, offering clarity and fixed pricing for peace of mind.

How to Connect with Holly:

• Website: succession.nz

• LinkedIn: linkedin.com/in/holly-egerton-3a52b0101

• Email: holly@succession.nz

• Social Media: succession.nz

  
  

• About Your Host

  Jacques van Heerden

  Financial Adviser and Host of Building Cents for Life

  About Me: As a financial adviser, I specialise in simplifying complex financial topics like KiwiSaver, insurance, and investments for New Zealanders. Through this podcast, I aim to empower listeners with actionable advice and insights from industry experts.

  
  

  How to Connect with Me:

  Website: www.newma.co.nz

• LinkedIn: linkedin.com/in/jacquesvanheerden/

• Email: jacques@newma.co.nz

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• Music by Oshan Jayakody from Pixabay.