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  1. Do you have this “gap” in your estate planning?

    Posted: December 15 2019

    Most people are aware that they need a will. They know that they have assets and need to ensure that when they pass away, those assets are properly handled and looked after by the right people.  But there are plenty of smaller, less obvious details about estate planning that often slip by a lot of […]

  2. The most painful estate planning mistake we see all the time.

    Posted: December 10 2019

    In life, one of the worst things that can happen is having a loved one pass away. But sadly, there’s something that can make this traumatic event even worse.  Not having a will.  We call this “doing nothing in disguise.” The mistake is that of denial, of having your head in the sand, so your […]

  3. How to ensure your super is left to your loved ones

    Posted: November 13 2019

    What happens to your superannuation when you die? It’s a confronting question. For most of us, super is usually one of our biggest assets alongside the family home, so we need to get clarity on how to distribute our super like we would with other assets. Further reading: How to avoid inadvertently leaving money to your ex […]

  4. Top 20 estate planning mistakes baby boomers make

    Posted: August 19 2019

    There’s lots to consider when deciding how to distribute your assets. Having the right estate planning documents in place will give you peace of mind that your wishes and intentions will be achieved when you die or are no longer able to manage your own affairs due to mental incapacity. It will also save your […]

  5. How to pay your grandchildren’s school fees tax-free

    Posted: August 6 2019

    This case demonstrates the considerable tax planning benefits and flexibility that can be gained from the use of a testamentary trust will. Get advice on a testamentary trust by speaking with us today Edna died owning a residential property and four investment properties.  The rental earned from the investment properties was $100,000 per year. She […]

  6. How to avoid inadvertently leaving money to your ex

    Posted: July 26 2019

    This case study shows the importance of keeping your will up to date and getting the right advice about structuring your estate planning. Otherwise, you could disadvantage your kids – and give your ex-spouse a surprise cash injection. Book a time to discuss your will planning Bob** died recently leaving three adult children behind: Alice, […]

  7. Why every parent should have a will

    Posted: July 19 2019

    Remember when your children were first born? You probably planned every detail of the baby’s room: from the wallpaper to the crib, to the ambience. And you probably put the same level of thinking into planning their education. What schools will give your kids the best chance at a wonderful future? You should apply the […]

  8. Three top tips for a healthy will

    Posted: November 8 2017

    It is important to have a Will to make sure your wishes are followed and your assets are distributed as you would want after you are no longer around. If you don’t have a Will your assets will be divided according to how the law dictates in the rules of intestacy (Note: intestacy is the […]

  9. Testamentary trusts: a guide for blended families

    Posted: November 8 2017

    Testamentary trusts can be very effective estate planning tools to assist in providing for spouses, children and grandchildren, and are becoming increasingly popular as more people become aware of their advantages. A Testamentary Trust is any trust established under a will, but the term is usually used in the context of a discretionary family trust […]

  10. Six questions to ask when appointing a power of attorney

    Posted: November 8 2017

    Before we get started with the top 6 questions we are asked about Powers of Attorneys, we need to address the most important question of them all: What is a Power of Attorney? A Power of Attorney is a legal document that gives a trusted person, the legal authority to act for you, and to […]

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