In this episode of Retire Well, Jim Smith and Martin Fox are joined by Anna Bodman, director and co-founder of Arcwell Legal, a specialist family-law practice in Christchurch, to explore relationship property law and the important role legal planning can play in protecting your wealth, relationships and future.
Coming up in this episode, they discuss:
- What relationship property law means and some of the most common misunderstandings.
- The conversations couples should have before combining homes, finances or investments.
- The role of family trusts and why they may not always provide the protection people expect.
- What can happen to KiwiSaver, investments, businesses and other major assets when a relationship ends.
- How lawyers and financial advisers can work together to help protect wealth during difficult life changes.
Want to learn more? For more information on retirement planning and financial wellbeing, request to download their free eBook, Retire Well, using the link below.👇
📔 Retire Well Book: https://mailchi.mp/retirementguys/book-retire-well
Connect with Anna Bodman
A big thank you to Anna Bodman for joining us on this episode! If you’d like to learn more about Anna and her work, you can find her using the links below.👇
🌐 Website: https://www.arcwellpartners.co.nz 📞 Phone: +64 27 200 8280 📧 Email: anna@arcwellpartners.co.nz