If you live near where we live, then for the past month or so you would have seen local homes being ‘decorated’ with fake cobwebs, skulls and crossbones and carved out pumpkins. People have not become macabre. It is just…
Many people think that Estate Planning is only for people who are close to retirement, especially if we fall into the trap of thinking that Estate Planning is just about getting a will. But did you know that Estate Planning…
Estate planning ensures that when we die, our assets can be passed promptly and tax-effectively to the people we love or the charities we support. As life changes, your Will should be updated to reflect those changes. Many events can…
Recently retired couple, David and Erica, were fit and active, and planning a sea-change when David suffered a stroke, leaving him unable to walk or speak. David had been a strong, strapping man, who now needed around-the-clock care. His doctor…
Paul Taylor was a fit and active 45-year-old who drowned while swimming in surf on a family holiday. Witnessing this tragic event unfold from the beach were Paul’s wife, Sue, their 15-year-old daughter Sophie and 12-year-old son Zac. Relatives and…
Estate planning is a difficult topic for a lot of people to deal with, and the terminology used can be just as complex to understand. Here, we put some meaning behind some common estate planning words and phrases. Beneficiary –…
Life Changing Events A read through the swathes of motivation literature will reveal that a ‘Life Changing Event’ is often the catalyst for other change in our lives. Some of these events can be positive; the birth of a child,…
When it comes to passing on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably rather be doing something other than thinking about your…
What is estate planning? Estate planning is about wealth succession – a way to help protect the wealth you have built over your lifetime, so that it is distributed according to your wishes following your death. You spend a large…
