Estate Planning

Should Your Children Have A TFN?

Should Your Children Have A TFN?

There are other administrative tasks that you may consider attending to at the same time, such as applying for a tax file number (TFN) for the kids. 

... read more

( Posted in: Living Estate Planning )

Remarriage Means Revisiting Your Estate Plan

Remarriage Means Revisiting Your Estate Plan

With one in three first marriages and one in two second marriages ending in divorce, perhaps the biggest risk to your estate is not a GFC, it is poor estate planning. This is exacerbated by the increase in the number of blended families with ex-spouses, step-children, half siblings, etc. that create a whole new financial picture.

... read more

( Posted in: Living Estate Planning )

Stop Your Kids From Blowing Their Inheritance

Stop Your Kids From Blowing Their Inheritance

It is often forgotten that a financial education is vital for children to be certain that they will cope and succeed in their future years.

... read more

( Posted in: Living Estate Planning )

Gifting Shares To Charity In Your Will

Gifting Shares To Charity In Your Will

When preparing a Will, people often contemplate gifting money to charity, but have you ever thought about gifting shares after you pass away?

... read more

( Posted in: Living Estate Planning )

Estate Planning Steps Should You Be Getting Divorced

Estate Planning Steps Should You Be Getting Divorced

With 1 in 3 first marriages and 1 in 2 second marriages ending in divorce you just cannot afford to overlook your estate planning.  Divorce is not easy and it often forces you to invest significant amounts of time, money and stress.  It’s not only a difficult time emotionally with a lot to do and many decisions to make, so it’s no surprise that many people fail to update their estate plan including the impact on business structures.

... read more

( Posted in: Living Estate Planning )

Do You Need An Advanced Care Plan?

Do You Need An Advanced Care Plan?

Did you know that Australia has a Government organisation known as the Australian Digital Health Agency? This is the organisation managing all of our My Health Records and can also be the repository of your Advance Care Planning document (ACP).

... read more

( Posted in: Living Estate Planning )

Who Can See Your Will After Death?

Who Can See Your Will After Death?

There is a broad class of people entitled to see a will once someone has died. The first step is to determine if someone fits within that group.

... read more

( Posted in: Living Estate Planning )

Ensuring Your Pets Are Cared For After You Die

Ensuring Your Pets Are Cared For After You Die

Don't let your beloved pets end up in a homeless shelter. Take action now to make sure that after your death, your pets will be safe and loved. 

... read more

( Posted in: Living Estate Planning )