Estate Planning Basic

Insurance review ia a critical part of Succession Planning. Learn why an insurance review is a critical part of succession planning. Read More

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

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

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