July 30, 2020
Will checklist (Repost)
This checklist is great to refer to if you are preparing a Will or reviewing a current Will. Written and accurate as at: 15 Feb 2011Estate planning is the planning you do in relation to…
January 7, 2020
Age Pension entitlements: Gifting and deprivation rules
When transferring wealth before your passing, it’s vital to consider the potential financial impact to you. In this article, we discuss Age Pension entitlements, and the gifting and deprivation rules. Written and accurate as at:…
January 22, 2018
Estate Planning and Your Digital Footprint
Historically, a discussion on estate planning would normally focus on a will. The aim of a will is to appropriately distribute your assets upon your passing, and can include assets such as: 1. Personal belongings…