[{"data":1,"prerenderedAt":39},["ShallowReactive",2],{"article-when-estate-planning-meets-the-realities-of-the-financial-system":3},{"id":4,"title":5,"author":6,"body":7,"date":27,"description":13,"extension":28,"externalUrl":29,"image":30,"link":31,"meta":32,"navigation":33,"path":34,"seo":35,"source":36,"stem":37,"summary":13,"__hash__":38},"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":8,"value":9,"toc":23},"minimark",[10,14,17,20],[11,12,13],"p",{},"Even the best estate planning must ultimately operate within a financial system that was never designed for the moment of death.",[11,15,16],{},"Estate planning professionals know that the success of an estate is largely determined long before death occurs.",[11,18,19],{},"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.",[11,21,22],{},"But even the most carefully designed estate plan must ultimately interact with the financial system that surrounds it.",{"title":24,"searchDepth":25,"depth":25,"links":26},"",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":5,"description":13},"STEP","articles\u002Fwhen-estate-planning-meets-the-realities-of-the-financial-system","DLJKMwkc7fiIIMx5ps1XKewDxBKWeLxwTa5T0cLSYZA",1784073911467]