Legal,Retirement,Small Business

Business Succession – the Legal Basics

3 Nov , 2015  

Screen Shot 2015-11-03 at 3.10.57 pm

Business succession planning is about planning for the future. It is about making sure that your family and employees won’t be left in the lurch is something happens to you. It is about planning for retirement, and planning for sudden illness, injury or death. It is about making sure your family will not be stressed […]

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Investing,Personal Finance,Trusts, Wills & Estates

5 Dumb Things You Can Do When You Receive An Inheritance

21 Sep , 2015  

inheritance

Surprise, happiness and then indecision. This is generally the emotions experienced when you receive an inheritance, especially if it’s a big, fat inheritance. Making smart finance decisions is not as easy as you think. This is because of our reptilian brain. The logical part of your brain is much smaller than the emotional part. This […]

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Legal,Trusts, Wills & Estates

A Case Study on Estate Proceed Trusts

1 Jul , 2015  

Estate-Planning-Lawyer

This case study will illustrate what an estate proceeds trust is, and how it can be used when the Will was a basic Will that didn’t set up the trust itself. In this example, Nicole’s husband Daniel has died in an accident. They have two primary school aged children, Michael and Melissa. Nicole and Daniel […]

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Legal,Trusts, Wills & Estates

Your Estate Planning Challenges

31 Mar , 2015  

Estate-Planning-Attorney

Enduring power of attorney – who can you trust? An enduring power of attorney is an extremely powerful legal document, so it’s not only important to have one but even more important to appoint the right person(s) for the job. An enduring power of attorney allows you to appoint someone you trust to make legal […]

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Legal,Trusts, Wills & Estates

Appointing an Executor of Your Will and Trustee of Your Estate

31 Mar , 2015  

Executor-Role-ProAdviser

An executor is the person you appoint in your Will to administer your estate after you die. They are also known as your legal personal representative, and their role converts to the trustee of your estate, particularly if any of your estate is to be held for a beneficiary. It is very important who you […]

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Legal,Trusts, Wills & Estates

Is Estate Planning Just For The Elderly

23 Mar , 2015  

Old-People-Lawn-Bowls

This is a very easy question to answer – NO, Estate Planning is for everyone. A good Estate Plan requires the involvement of skilled legal, accounting and financial specialists, to ensure that the right assets end up in the right hands at the right time. Estate Planning does not just mean you have to have […]

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Legal,Tax,Trusts, Wills & Estates

Death & Taxes: The Absolute Guarantees in Life

1 Mar , 2015  

Tax-Help

Death and taxes: often described as the two absolute certainties in life. But what happens when you die, and what taxes are payable? For now, in Australia, there is no death duty or tax payable when someone dies. We are lucky, since in other countries their death duty is often a significant percentage of the […]

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