Articles in Category: Estate Planning

Estate Planning

Introduction to Estate Planning

Leaving things right for your family | Download Article

Introduction to Estate Planning

You might have your current finances in order but what if something were to happen to you? Would the people and possessions that matter to you be well cared for? Where would all your hardearned assets end up? And what about your loved ones – how are your children or grandchildren likely to manage their money and any inheritance?

Smart Strategies for Women - Estate Planning

Estate planning | Download Article

Smart Strategies for Women - Estate Planning

After a lifetime of working hard and accumulating your wealth, you will want to know that it is distributed according to your wishes. Many women do not want to think about making a Will or estate planning, but knowing that your loved ones are taken care of after you die could be a great comfort.

Intergenerational Conversations Booklet

Planning your families’ financial future | Download Article

Intergenerational Conversations Booklet

We spend our life planning for what lies ahead. But it’s also important to plan what we leave behind.

What if something were to happen to you? Would the people and possessions that matter most to you be well cared for? Where would all your hard-earned assets end up? How would your children or grandchildren manage their inheritances?

Estate Planning - Plan Behind

Estate planning for life | Download Article

Estate Planning - Plan Behind

We spend our life planning for what lies ahead. But it’s also important to plan what we leave behind.

Important Information Record

Personal Information Record | Download Article

Important Information Record

Many people have great difficulty keeping their information organised. Important pieces of information tend to scatter themselves around the house and office.

Making your Will Bulletproof

Is that a Will or a maybe? | Download Article

Making your Will Bulletproof

In Australia, of every 10 Wills that are contested, 7 are overturned. And if it’s a spouse, former spouse or partner who’s contesting it, that rate goes up to a staggering 8 in 10.

The Family Roadmap

Creating a roadmap for your family’s Financial future | Download Article

The Family Roadmap

Involving your family in your financial plan is the first step to developing a comprehensive financial roadmap for your family.

Beneficiary Meeting - What and Why

Involving your family in your legacy | Download Article

Beneficiary Meeting - What and Why

A beneficiary meeting can be a key part of a complete estate plan, helping the next generation to understand your wishes, protecting vulnerable beneficiaries and considering all the key issues.