estate planning

1. 5 May 2017

   Why I’m paying for my children to get EPAs when they turn 18

   If you lose the ability to make decisions, your spouse or parents can't just step in — someone has to apply to the Court, which means months of delay and thousands of dollars. An EPA avoids all that.…

2. 7 December 2014

   A will by itself is not an estate plan or succession strategy

   A will is only one piece of estate planning — and often a small one. Superannuation, jointly-owned property, life insurance nominations, and trust assets often bypass the will entirely. Plan the whole…