The importance of having a will
While it’s not something anyone likes to think about, planning your estate may make things a little easier for your family and friends later. What is your ‘estate’? Your
July 16, 2021
Estate Planning
Preparing for the biggest wealth transfer in history
Transfers of accumulated wealth from one generation to the next are part and parcel of everyday life. But the next 20 to 30 years will see the biggest intergenerational wealth
July 8, 2021
Estate planning and superannuation
Many of us spend a great deal of time planning for our retirement but understandably, often do not put the same degree of effort into planning for our deaths. It
January 6, 2021
Power of Attorney – Empowering yourself to go above and beyond
“I’m thrilled to announce I’ve been appointed Mum’s Power of Attorney,” said no-one ever in the history of sibling rivalry. While many of us end up saying that – well,
October 29, 2020
Traps to avoid in retirement – ignoring estate planning
Don’t have a Will? You’re in good company. Less than half of Australian adults do. Even then, many Wills are out of date or invalid. The upshot is that hard
September 25, 2019
Ensuring your voice is heard – Please get a will!
When you’re here to supervise your worldly affairs, your voice, which reflects your current views, is heard, and more often than not, heeded. But when you’re not here, what voice
November 17, 2018
7 ways to invest in your future
One fact of life is certain, we don’t stay young forever. As we grow older, everyday tasks can become tiresome; we suffer inevitable aches and pains and often have difficulty
October 25, 2018
An important conversation
None of us likes to consider our own mortality. For our older loved ones, it’s an even more confronting topic and difficult to discuss. When Charles became ill, his family’s
September 27, 2018
Aged Care – What you ought to know
Most people want to remain independent throughout retirement and to stay in control of where and how they live. But your ability to do so may depend on your
August 31, 2018
Is your will still relevant?
Many of our best laid plans rarely follow through exactly as we might have hoped. However, it’s another story when it comes to planning for what happens after we’ve left
January 19, 2018
How will 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
September 8, 2017
We All Know How Important It Is To Have a Current Will
We all know how important it is to have a current will, even if we haven’t got around to it yet. But documenting what happens to your assets after you
September 27, 2015