Estate Planning
Charity cheerleader brushes off impact of tax plan
10 June
Proposed taxes on trusts could limit the amount of money given to charities, but the minister responsible says it’s the least of the sector’s problems. With more than $5 trillion expected to pass down the generations through wills and bequests...[Read More]
Working with an estate planning lawyer: What to expect and how to prepare
30 April
Estate planning is one of those important life tasks that many people put off because it feels confronting, complicated or “something for later”. But a well-prepared estate plan is not really about death; it is about care, clarity and reducing...[Read More]
Who speaks for you when you can’t? Why planning ahead in aged care matters
2 April
There may come a time in life when you are no longer able to make decisions for yourself—whether due to illness, injury, or cognitive decline. It’s not an easy topic to think about, but it is one of the most important conversations you can have....[Read More]
Nobody wants your stuff (and that’s okay)
29 January
Let’s just say it plainly, softly, and maybe with a nervous laugh: nobody wants your stuff. Not in the way you think they do, anyway. This isn’t a judgement. It’s a mercy. And once you really let it sink in, it’s oddly freeing. Because one...[Read More]
The top 5 goals of retirees – and why good advice makes all the difference
2 October
Retirement marks the start of a new chapter, one that is filled with both opportunity and uncertainty. After decades of work, many retirees find themselves asking, What comes next? While the answers vary from person to person, there are five...[Read More]
How to approach wealth transfer and estate planning: key considerations
11 September
Transferring wealth across generations is about more than just handing down assets—it’s about ensuring your legacy is managed and preserved in a way that reflects your values and intentions. While the process can seem complex, thoughtful...[Read More]
It’s Not Easy Being an Executor: What You Need to Know First
27 August
Being appointed as the executor of an estate is often seen as an honour. It signals trust, responsibility, and recognition from a loved one. However, what many people don’t realise until they’re in the role is just how complex, time-consuming,...[Read More]
Using a trust in estate planning: a smart move for the future
24 July
Estate planning is more than just drafting a will—it’s about ensuring your assets are protected, your wishes are honoured, and your loved ones are cared for. One of the most effective tools in a comprehensive estate plan is a...[Read More]
Estate planning: living your best life without regrets
16 January
As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind. Estate planning is not merely about drafting a will or dividing assets; it’s about ensuring...[Read More]
When should you start thinking about Estate Planning?
20 December
With the end of the year fast approaching and the dawn of the New Year on the horizon, it’s crucial to shift our focus towards estate planning. Often underestimated, this financial aspect tends to take a backseat in the lives of many Australians....[Read More]