Having a legally valid will can go a long way to avoiding disputes over division…
How often should you review your Will?
Transferring wealth to the next generation...
Succession: Planning your financial legacy...
Role Reversal
...when your parents are relying on you!
As your parents get older, your whole family will be facing lots of changes. Supporting them during this time can be challenging, with lots of choices to be made. Get some tips to help you prepare for this role-reversal without it becoming a burden or a cause of family conflict…
Wills: 5 tips for a stress-free conversation
No one likes unpleasant surprises. Talking about your Will with your family can be stressful, but it can also help to avoid a worse situation when you are gone…
Guide to Planning Your Estate
Updating Your Family Trust
Grab yourself a cup of coffee for this particular article, because you're going to need one. This note focuses on the importance of staying on top your family trust deeds. It's a little lengthy but please stay with me on this if you can - and if not, just call me and I'll point you in the right direction...
