As your parents get older, your whole family will be facing lots of changes. Supporting them during this time can be challenging, with lots of choices to be made. Get […]
Role-reversal: When parents are relying on you Read More »
Who decides what happens to your superannuation savings when you die? You may think that you do, but that isn’t always the case. The ultimate decision may be made by
Who gets your super? Read More »
The busier we get the more we tend to put off the important things. Often the last subject we want to think about is our Will or other estate planning
Major life change? Don’t forget to update your Will Read More »
The story below was written by one of our long-time clients Kelly Exeter who lost her husband Anthony (Ant) in a freak accident two years ago. It is rare but
The value of financial advice when tragedy strikes – a personal story Read More »
Australia has emerged from a mix of wonderful cultures, many of which came to our country in search of a new life in a new country with great promise. The
How might an inheritance affect your children? Read More »
Occasionally we send an email to someone’s work only to find they are no longer employed there and a dutiful administrator has closed the account. Have you ever considered who’s
Closing online accounts when you die Read More »
If you already have a Will then big tick for you! Effective estate planning ensures that should you die, your assets can be passed promptly and tax effectively to the
Is your Will up to date? Read More »
Many grandparents want to give their grandchildren a head start in life, and a common way to do so is to help out financially by paying some (or all) of
A different way to help your grandkids financially Read More »
If you’re the eldest sibling in the family, or deemed to be the “most responsible”; if you’re seen to be a good friend by someone; or a fine upstanding citizen
Responsibilities of an executor Read More »
More than 45% of Australians don’t have a valid Will. If you die without one, your hardearned wealth (your estate) will be distributed according to the rules of intestacy –
Is a DIY Will kit enough? Read More »
As older Australians make up a larger portion of our population, affordable and reliable care options for our seniors become paramount to more families. Naturally, when investigating options for an
Aged care – how will it affect your family? Read More »
There are many alternatives to taking out a funeral insurance policy to pay for your last big expense in this world. One such alternative is a funeral bond. These bonds
An alternative way to pay Read More »
Since 2005, when the baby boomers started to age and retire en-masse, Australia has entered the beginning of a new era of intergenerational wealth transfer. It has been reported that
Investment bonds – a low cost, flexible, estate planning solution Read More »
Here is a quick guide to avoiding five of the biggest estate planning potential blunders. 1. Where there’s a will (may not be enough) Using a do-it-yourself ‘will kit’ may
How to avoid big estate planning blunders Read More »
Living wills are an integral part of estate planning. There can be few situations as distressing as the need to make hard decisions about the end of life of a
Living Wills and their role in Estate Planning Read More »
