10-Jan-2023 | Estate Planning, Wealth
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.
08-Nov-2022 | Estate Planning, Wealth, YOUR FAMILY
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?
27-Sep-2022 | Estate Planning, Family, Wealth, YOUR LIFE
This article focuses on seven life events that require people to review important planning issues. – Has your life changed recently?
20-Sep-2022 | Estate Planning, Family, Wealth
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.
30-Aug-2022 | Estate Planning, Wealth
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.