Estate Planning
You need to have a succession plan to determine how and by whom your assets will be managed for the benefit of your beneficiaries both during or after your lifetime.
Insurance review a critical part of Succession Planning
Insurance review ia a critical part of Succession Planning. Learn why an insurance review is a critical part of succession planning. Read More
Understanding the situation
Before embarking on your estate planning journey, you need to know some key information before you start. Your Will is important, but did you realise there are four estate planning documents that play a crucial role in figuring out your estate planning strategy? Your Will design Enduring Power of Attorney Enduring Medical Guardian Attorney Super… Continue reading Understanding the situation Read More
Types of Wills
This is a loaded question and ultimately depends on how much you want to protect your family’s wealth and if you have a company or trust structures. Cost is a notable factor, as Complex Wills with Testamentary Trusts are cost more but knowing you have the right type of Will design, is an investment that rewards… Continue reading Types of Wills Read More
Scope of Wills
Did you know your Will does not necessarily control your super entitlements or personal life insurance unless everything is aligned with your estate strategy and Will wording? If you jointly own your home, did you realise your Will may no longer control this asset as it might simply pass to your partner?How about if you have… Continue reading Scope of Wills Read More
Expert help through an Estate Planning Lawyer
It is critical to seek out estate planning specialists because having the right estate strategy is one of the most important decisions of your life. A wealth adviser will introduce you to many different strategies when it comes to allocating your wealth to ensure there are no loopholes or inconsistencies that could interfere with your intentions. One… Continue reading Expert help through an Estate Planning Lawyer Read More