Estate Planning
The top 5 goals of retirees – and why good advice makes all the difference
2 October
Retirement marks the start of a new chapter, one that is filled with both opportunity and uncertainty. After decades of work, many retirees find themselves asking, What comes next? While the answers vary from person to person, there are five...[Read More]
How to approach wealth transfer and estate planning: key considerations
11 September
Transferring wealth across generations is about more than just handing down assets—it’s about ensuring your legacy is managed and preserved in a way that reflects your values and intentions. While the process can seem complex, thoughtful...[Read More]
It’s Not Easy Being an Executor: What You Need to Know First
28 August
Being appointed as the executor of an estate is often seen as an honour. It signals trust, responsibility, and recognition from a loved one. However, what many people don’t realise until they’re in the role is just how complex, time-consuming,...[Read More]
Using a trust in estate planning: a smart move for the future
24 July
Estate planning is more than just drafting a will—it’s about ensuring your assets are protected, your wishes are honoured, and your loved ones are cared for. One of the most effective tools in a comprehensive estate plan is a...[Read More]
10 reasons your family farm needs an insurance broker or adviser to protect your legacy
17 July
Running a family farm, especially one passed down through generations, is more than just a business—it’s your family’s heritage, legacy, and livelihood. Protecting this invaluable asset requires expertise beyond basic insurance...[Read More]
Protecting your legacy: 10 reasons your family farm needs an insurance broker or adviser
20 March
Running a family farm, especially one passed down through generations, is more than just a business—it’s your family’s heritage, legacy, and livelihood. Protecting this invaluable asset requires expertise beyond basic insurance...[Read More]
Estate planning: living your best life without regrets
16 January
As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind. Estate planning is not merely about drafting a will or dividing assets; it’s about ensuring...[Read More]
Legal support for the elderly: a vital resource for aging with dignity
12 December
As individuals age, they face unique legal challenges that can impact their quality of life, independence, and financial security. Elder law, an emerging area of legal practice, is dedicated to addressing these challenges and providing tailored...[Read More]
Navigating the intricacies of family Law: Why professional guidance is essential
18 July
Family law is a highly sensitive niche that profoundly impacts the lives of individuals and families. Given its intricate nature, seeking professional advice is paramount to effectively navigating its complexities. Here, we explore some trending...[Read More]
When should you start thinking about Estate Planning?
20 December
With the end of the year fast approaching and the dawn of the New Year on the horizon, it’s crucial to shift our focus towards estate planning. Often underestimated, this financial aspect tends to take a backseat in the lives of many Australians....[Read More]
How a testamentary trust can be used for wills and estates
15 June
The significance of choosing the appropriate structure to make the protection and maintenance of your assets possible cannot be overstated. This is necessary regardless of whether you have acquired your fortune on your own or through inheritance. In...[Read More]
The Importance of Estate Planning: Safeguarding Your Family’s Future
8 June
Planning for the future is essential, especially when it comes to ensuring the security of your loved ones. Estate planning, while often overlooked, is a crucial aspect of financial management that can safeguard your family finances. It encompasses...[Read More]
The Importance of Early Estate Planning
6 April
Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all. However, estate planning should begin as early as possible to ensure a smooth...[Read More]