[{"data":1,"prerenderedAt":40},["ShallowReactive",2],{"articles-index":3},[4],{"id":5,"title":6,"author":7,"body":8,"date":28,"description":14,"extension":29,"externalUrl":30,"image":31,"link":32,"meta":33,"navigation":34,"path":35,"seo":36,"source":37,"stem":38,"summary":14,"__hash__":39},"articles\u002Farticles\u002Fwhen-estate-planning-meets-the-realities-of-the-financial-system.md","When estate planning meets the realities of the financial system","Sarah Poole, Founder and Co-CEO of estateXchange",{"type":9,"value":10,"toc":24},"minimark",[11,15,18,21],[12,13,14],"p",{},"Even the best estate planning must ultimately operate within a financial system that was never designed for the moment of death.",[12,16,17],{},"Estate planning professionals know that the success of an estate is largely determined long before death occurs.",[12,19,20],{},"A well-constructed will, carefully considered superannuation nominations, testamentary trusts and thoughtful tax structuring are hallmarks of high-quality professional advice. These decisions shape the ultimate transfer of wealth and are why families rely on experienced lawyers, trustees and advisers.",[12,22,23],{},"But even the most carefully designed estate plan must ultimately interact with the financial system that surrounds it.",{"title":25,"searchDepth":26,"depth":26,"links":27},"",2,[],"2026-05-15","md",null,"\u002Fimages\u002Fbrand-image.jpg","https:\u002F\u002Fmailchi.mp\u002Fstep\u002Fmlq7rgu795?mc_cid=ecd790362b&mc_eid=a171a2e5cc",{},true,"\u002Farticles\u002Fwhen-estate-planning-meets-the-realities-of-the-financial-system",{"title":6,"description":14},"STEP","articles\u002Fwhen-estate-planning-meets-the-realities-of-the-financial-system","DLJKMwkc7fiIIMx5ps1XKewDxBKWeLxwTa5T0cLSYZA",1785201272796]