Common Questions

What is the difference between Personal Planning and Estate Planning?
There are two key types of planning:
  • Personal planning – making arrangements for while you are alive but you may need assistance due to an illness, injury or disability (e.g. making a Representation Agreement, Enduring Power of Attorney and/or Advance Directive); and
  • Estate planning – making arrangements for after death (e.g. making a Will).
Good starting points include:

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Last reviewed August 2018
tags
personal planning, estate planning, representation agreement, representation agreements, powers of attorney, power of attorney, enduring power of attorney, enduring powers of attorney, RA, EPA, PoA, EPOA, wills and estates, planning for the future, advance care planning