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Category: Estate Planning Advice

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Estate Planning Mistakes

Matt Jacobson October 7, 2024 No Comments
An estate plan outlines how your wealth and assets will be preserved, managed and allocated in the event of death or incapacitation. More importantly, it’s a way to ensure that…
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Is a DIY Will Kit Enough?

Blyth Staley September 6, 2024 No Comments
More than 45% of Australians don’t have a valid Will. If you die without one, your hard-earned wealth (your estate) will be distributed according to the rules of intestacy –…
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The Tax Effect on Deceased Estates

Alex Bernshteyn September 6, 2024 No Comments
Although death duties were abolished in Australia many years ago, a number of tax issues remain which must be handled effectively by legal personal representatives (LPR) such as the administrators…
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Construction cranes building the word "TRUST" with large red letters and a construction crane holding the letter "T" in place.

What Is a Child Maintenance Trust?

Alex Bernshteyn July 25, 2024 No Comments
When relationships break down, child maintenance payments are often made from post-tax money. If this is a position you are facing, perhaps you might be interested in learning about a…
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Who Pays Your Debts When You Pass Away?

Alex Bernshteyn July 25, 2024 No Comments
It would be nice to think our debts magically disappear upon death however, this is not the case. If you haven’t planned in advance, financial debts can have a significant…
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