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. 14 July 2016

   Why I’m keeping my Australian superannuation funds in Australia despite living in New Zealand

   After working in Australia for ten years, I have a fair amount of money locked away in an Australian superannuation fund. As a resident of New Zealand, I have the ability to transfer these funds into…

3. 31 July 2015

   Inheritance – a broader perspective

   When people prepare a will, they tend to think in terms of property, chattels, and financial assets. But your loved ones inherit far more from you than that. Memories, experiences, beliefs, values, wi…

4. 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…