Estate Planning

The best estate planning is simply the best planning

The best estate planning is simply the best planning

Estate planning can be one of the most rewarding parts of financial planning. After all, who does not want to make sure that their loved ones are looked after as well as possible? Happily, the best estate planning is often the best personal financial planning as well.

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Marriage and your will

Marriage and your will

Marriage usually means you need a new will. And if this is not your first marriage, then you may need a will that reflects that you have obligations in different directions.

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Superannuation and Estate Planning

Superannuation and Estate Planning

Superannuation is an often-forgotten area of estate planning. This article discusses the best ways to make sure your super goes where you want it to go when you don’t need it any more.

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Who gets your super when you no longer need it?

Who gets your super when you no longer need it?

Most people do not own their super benefits. The benefits are owned by the trustee/s of the fund. You can organize things to make sure that these trustees do what you want with your super when you die. You can also organize things so that the people who end up with your benefits pay as little tax as possible. Read on to find out how.

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