Estate Planning Mistakes to Avoid: Mitch Collins & John Manserra

John Manserra, Financial Adviser Geelong, talks to Mitch Collins, Geelong Estate Planning Lawyer

Most Australians think estate planning is something they’ll deal with “later” – but the right structures today can save your family thousands and protect what you’ve worked hard to build.

In this eye-opening conversation, John from Apex Advice sits down with Geelong-based estate planning lawyer Mitch Collins to uncover the shocking truths about Australian estate planning.

Here’s what we unpack:

  • Why 50% of Australians die without a will (and what happens to their money)
  • The real horror story of $500K inheritance gone in 2 years
  • How to protect your life’s work from future partners through “bloodline trusts”
  • Why testamentary trusts aren’t just for rich people ($300K threshold explained)
  • The 4 critical times you MUST update your will
  • Common estate planning myths that could destroy your family’s future

    “By having these correct structures in place, you can ensure that your assets – your belongings, your money, property, all that sort of thing – stays within your bloodline.”

Mitch Collins

A must-watch for anyone who’s worked hard to build something and wants to make sure it stays in the right hands.

If you want to dive deeper:

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