ESTATE PLANNING

Major life change? Don’t forget to update your Will

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 value of financial advice when tragedy strikes – a personal story

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 »

How might an inheritance affect your children?

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 »

Closing online accounts when you die

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 »

Is your Will up to date?

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 »

A different way to help your grandkids financially

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 »

Responsibilities of an executor

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 »

Is a DIY Will kit enough?

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 »

Aged care – how will it affect your family?

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 »

An alternative way to pay

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 »

Investment bonds – a low cost, flexible, estate planning solution

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 »

How to avoid big estate planning blunders

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 and their role in Estate Planning

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 »

Scroll to Top