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Archive for category: Living Estate Planning

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Remarriage Means Revisiting Your Estate Plan

With one in three first marriages and one in two second marriages ending in divorce, perhaps the biggest risk to your estate is not a GFC, it is poor estate planning. This is exacerbated by the increase in the number of blended families with ex-spouses, step-children, half siblings, etc. that create a whole new financial picture.

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Remarriage Means Revisiting Your Estate Plan
( Posted in: Living Estate Planning )

Stop Your Kids From Blowing Their Inheritance

It is often forgotten that a financial education is vital for children to be certain that they will cope and succeed in their future years.

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Stop Your Kids From Blowing Their Inheritance
( Posted in: Living Estate Planning )

Gifting Shares To Charity In Your Will

When preparing a Will, people often contemplate gifting money to charity, but have you ever thought about gifting shares after you pass away?

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Gifting Shares To Charity In Your Will
( Posted in: Living Estate Planning )

Estate Planning Steps Should You Be Getting Divorced

With 1 in 3 first marriages and 1 in 2 second marriages ending in divorce you just cannot afford to overlook your estate planning.  Divorce is not easy and it often forces you to invest significant amounts of time, money and stress.  It’s not only a difficult time emotionally with a lot to do and many decisions to make, so it’s no surprise that many people fail to update their estate plan including the impact on business structures.

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Estate Planning Steps Should You Be Getting Divorced
( Posted in: Living Estate Planning )

Do You Need An Advanced Care Plan?

Did you know that Australia has a Government organisation known as the Australian Digital Health Agency? This is the organisation managing all of our My Health Records and can also be the repository of your Advance Care Planning document (ACP).

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Do You Need An Advanced Care Plan?
( Posted in: Living Estate Planning )

Who Can See Your Will After Death?

There is a broad class of people entitled to see a will once someone has died. The first step is to determine if someone fits within that group.

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Who Can See Your Will After Death?
( Posted in: Living Estate Planning )

Ensuring Your Pets Are Cared For After You Die

Don't let your beloved pets end up in a homeless shelter. Take action now to make sure that after your death, your pets will be safe and loved. 

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Ensuring Your Pets Are Cared For After You Die
( Posted in: Living Estate Planning )

Have You Included Your Pets In Your Will?

Most people consider their pets to be a part of the family. In this case, a pet should be treated like so when you pass away. But, most Australians forget to include those with furry, hairy, feathered or scaled appearance in their will. 

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Have You Included Your Pets In Your Will?
( Posted in: Living Estate Planning )