Emotionally loaded - why an ‘early’ family meeting is vital!
The potential need for aged care can be an emotionally loaded conversation for all member of a family. In fact we have seen many occasion where parents and their adult children avoid talking about it until they have no choice, by which time it is often too late for any effective planning.
Estate Planning gives you a final say
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative mess when they’re grieving.
Evidence-based ways to hold back the hands of time
You can’t stop the clock, so the saying goes, but humanity has spent a long time trying to slow down or even reverse the effects of aging.
Even today it can be hard to distinguish those measures that work from those that may not work and avoid those that may be downright dangerous!
Superannuation and relationship breakdown
If your relationship with your spouse ends, you should be aware of what can happen to the super entitlements of you both.
The Family Court and super-splitting laws generally enable super interests (accounts in super funds) or super payments (pensions or annuities) to be split by agreement or court order if a relationship breaks down.
Managing your financial health
Financial health is an important part of our lives. When we take care of our financial health we can better manage financial stress and achieve our financial goals.
Life insurance: the basics and things to consider
The most important reason to consider taking out life insurance is to protect your family if you die or become unable to work.
There’s a good case for anyone with dependants or people who plan to have dependants to take out life insurance.
Australians need help on how to manage huge wealth transfer
Most Australians want to share their wealth with the next generation but are unsure how to transfer that wealth and need help to plan for an effective transfer. Financial advisers are well-placed to meet those needs, according to the findings of a new report from Fidelity International and independent research firm, MYMAVINS.
Yours, mine & ours - estate and succession planning for modern families
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies.
A good estate plan can help to make sure your wishes are carried out when you die. An estate plan, of which a will is the first and most important part, can ensure your estate is distributed in the way you want.
Who needs a testamentary trust?
The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our collective wealth has been growing steadily and is being transferred to the next generation at increasing rates.
Wills and powers of attorney
A good estate plan will help make sure your wishes are carried out when you die. It can also help if you become unable to make your own decisions.
A Will to give
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families.