Estate planning isn’t just for pre-retirees. Learn about the key pillars of estate planning, how it works to protect clients across various scenarios, and why it’s important to get estate planning set up sooner rather than later. – Estate Planning is not just for retirement.
This article highlights the estate planning issues associated with self managed super funds. – The role of estate planning in super.
This article explains the importance of creating a plan to manage “digital assets” and online accounts after death. It provides examples of what these can include and how valuable they might be to an estate. – Digital assets and estate planning.
This article covers the importance of having an ‘In Case of Emergency’ file for estate planning purposes. By using a case study, we explain why you should have an In Case of Emergency file, what important documents the file should contain, and why it is important that the right people know of the files existence and location. – Where’s your ‘In Case of Emergency’ file?
This article focuses on seven life events that require people to review important planning issues. – Has your life changed recently?
This article follows the journey of a grieving daughter who recently lost her mother, and now has the task of sorting out her mother’s estate along with how to best utilise her substantial inheritance. – Avoid an inheritance headache.