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A Christmas story: planning for the future while you deck the halls

A Christmas story: planning for the future while you deck the halls

by Bailey Selth | 8 - Pass on your wealth (including EP), Uncategorized

Christmas is a time for joy, family and reflection. But amidst the festivities, it’s also an excellent opportunity to consider your estate planning.  While it might seem unusual to bring up estate planning during the holidays, Christmas presents a rare chance to start these important conversations. 

Should trust succession be part of my Will?

Should trust succession be part of my Will?

by Nicholas Walsh | 6 - 288, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP)

Discretionary or family trusts are often used by Australian family business owners seeking to separate business risk from their personal wealth.  When the controller of the trust dies, the assets in the trust are not dealt with as part of their Will.  What happens to...

Estate Planning: Superannuation

by Ico Ho | 6 - 287, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP), VideoPosts

Join our team as we answer your FAQs about superannuation. If you want to read a written version of these FAQs, click here.  To watch the rest of our Estate Planning series: The Importance of Estate Planning Wills Challenges to a Will Financial Decision Making and...

Estate Planning: Financial Decision Making and Medical & Lifestyle Decision Making

by Ico Ho | 8 - 265, 8 - Pass on your wealth (including EP), VideoPosts

Join our team as we answer your FAQs about financial decision making and medical & lifestyle decision making. If you want to read a written version of these FAQs, click here.    To watch the rest of our Estate Planning series: The Importance of Estate Planning...

Estate Planning: Challenges to a Will

by Ico Ho | 8 - 264, 8 - 266, 8 - Pass on your wealth (including EP), VideoPosts

Join our team as we answer your FAQs about challenges to a Will. If you want to read a written version of these FAQs, click here.   To watch the rest of our Estate Planning series: The Importance of Estate Planning Wills Financial Decision Making and Medical &...

Estate Planning: Wills

by Ico Ho | 8 - 264, 8 - Pass on your wealth (including EP), VideoPosts

Join our team as we answer your FAQs about Wills. If you want to read a written version of these FAQs, click here.  To watch the rest of our Estate Planning series: The Importance of Estate Planning Challenges to a Will Financial Decision Making and Medical &...
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