Estate planning: Its role in super
This article highlights the estate planning issues associated with self managed super funds. – The role of estate planning in super.
Digital assets and estate planning
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.
Where’s your ‘In Case of Emergency’ file?
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?
Has your life changed recently?
This article focuses on seven life events that require people to review important planning issues. – Has your life changed recently?
Avoid an inheritance headache
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.
Estate planning: Protect your estate from these mistakes
This article looks at the often overwhelming task of estate planning. It lists five important components, which break down the major issues that can arise if plans are not in place. – Estate planning: Protect your estate from these mistakes.