Complete Wills
Our Complete Will is simple, but at the same time comprehensive. It deals with a number of often overlooked Estate Planning issues.
Where will your life insurance end up?
More and more of us are turning to life insurance to provide for our loved ones in the event we unexpectedly die or suffer a debilitating condition. Here’s some tricks & traps to look out for in making sure your life insurance delivers the protection to your family that you intended.
What is a ‘Notional Estate’ (NSW)?
In New South Wales, both the Courts and Government have clearly indicated that a person can no longer get around Family Provision rules by moving assets outside their “Actual Estate”.
Your Executors and Trustees
What is the difference between an Executor and a Trustee? What should you consider before appointing someone to these roles?
We have found Andrew’s presentations invaluable in helping our clients
We have found Andrew’s presentations invaluable in helping our clients protecting their assets, both in their lifetime and leaving the control of assets to the people of their choice upon their death.
Mutual Wills
You die, your assets pass to your spouse. Your spouse then dies – and your spouse’s new partner ends up with all your assets. What about your children? They miss out.
How much should I spend on a Will?
It is similar to buying a car – up to a certain price, you get what you pay for. But getting your estate planning done correctly is a little more important than buying a car – you only die once. Here are some things to weigh up when considering your options.
8 common misconceptions about Wills
In this article we discuss 8 common misconceptions we regularly encounter when assisting people get their affairs in order.
What is ‘Business Succession’?
You spend most of your time working in your business. But how much time have you recently spent thinking about how to protect the wealth that you are building in your business, or how to realise and pass this wealth on?
Find out what you can do with a ‘testamentary trust’ in your Will
‘Testamentary Trusts’ come in all shapes and sizes. From the very simple, to the super sophisticated. This article discusses some of the more common options you may wish to consider for your Testamentary Trusts.