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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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What to Do with an Inherited Gift

Alex Bernshteyn July 25, 2024 No Comments
When you receive money or a gift from a family member’s or friend’s estate, the last thing you probably think about is tax and insurance. However, you can circumvent future…
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Placing Your Family Wealth in a Trust

Shannon Cramer July 25, 2024 No Comments
The basic function of a trust is to separate control and ownership. The result of using a trust is that assets are protected and profits are distributed in the most…
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