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22Sep

Should You Downsize During Retirement

Something that we all have in common is that we can’t control time. When we arrive at retirement age although it’s a time for us to relax and enjoy our twilight years, it can be a stressful time for a lot of people who haven’t planned ahead.

22Jun

Estate & Succession Planning for Business Owners

Most small business owners are known for devoting a lot of time and effort to making their business a success. Unfortunately not as many business owners put sufficient plans in place to ensure their business continues to thrive when they’re gone. Here’s why succession and estate planning are critical for business owners.

15Jun

More Wills and Estate Mythbusting

  Unfortunately when it comes to Wills and Estates, assumptions, myths and misconceptions are all too common and often result in heartache and expensive mistakes. Recently we wrote a blog post about the Top 5 Wills and Estates Myths but here are 4 more common Wills and Estates misunderstandings.

08Jun

Caring for your pets when you can’t

When it comes providing for your loved ones in your Will, most people think immediately of their children and other family members who may be in their care. Unfortunately many of us overlook other loved ones – our pets.

18May

Defending a Will

Dealing with the death of a loved one is hard enough, but it can be even harder when someone contests or challenges the deceased’s Will.  

11May

Have you been left out? Contesting a Will

Estate planning and Wills are rarely as simple as we think. Every situation is unique, so it’s not uncommon that a person may be left out of a Will but believe they have a claim on an Estate.  So where do you start if you want to contest a Will?

04May

Choosing Your Executor

Choosing your Executor will be one of the most important decisions you’ll ever make – but what exactly do you need to consider and how do you choose the right person?

18Apr

What is Probate?

When it comes to administering an estate, one of the most common questions we get asked is, what exactly is Probate and a Court Grant of Probate?

07Apr

Proposed Policy Changes to Release Cash for Retirees

A Green Paper from the Actuaries Institute, Unlocking Housing Wealth, released last month claims that the family home is a store of considerable, though relatively untapped, wealth for current retirees. The paper addresses the dilemma of current asset-rich, cash-poor retirees whose wealth is tied up in the family home. 

30Mar

The 5 Biggest Estate Planning Mistakes

Retirement’s great. Well at least it looks pretty good from the outside. I hope to do it myself one day.   You’ve probably spent most of your life shouldering work and family responsibilities. You start counting down the days until you can kick back and focus on you and just enjoying yourself.

10Mar

Who knows your passwords? Digital Asset Planning

It’s an ongoing challenge in this digital age to effectively manage all of our online accounts, technological devices and passwords. Many of us would be completely lost without ‘forgot password’ or ‘security question’ recovery options. Even then we can struggle remembering which email address we used and ‘who was my favourite teacher’ again. So imagine

05Mar

Victorian Drivers Taking Traffic Fines to Court

A report shows thousands of Victorian drivers are choosing to take traffic fines and parking tickets to court with the figure increasing by 12,000 from the previous financial year.    The report shows that 72,900 people opted to appear before a magistrate instead of handing over the cash to pay the fines in the last financial

05Mar

Legal Win for Mental Health

A Melbourne woman who took on an insurance giant has won her case over mental illness travel exclusions.    Ella Ingram who suffered from depression from the age of 17 was refused reimbursement for a 2012 school trip to New York when she became too mentally ill to travel.    The insurance giant’s cover did

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