Latest Estate Planning guides

We understand that dealing with the practicalities of death can seem overwhelming and complicated. It's common to have some questions. That's why we have written these simple guides, minus the legal jargon.

post.title
post.author.nameDave Kaplan
2 MIN READ
Residuary Estate: How do they work in a Will?

The residuary estate clause is an important component of your Will to ensure your possessions go to the right beneficiaries.

post.title
post.author.nameDave Kaplan
2 MIN READ
Discretionary Trust in Australia: Do You Need One?

A discretionary trust is a way to manage the assets of your estate or structure a business that has many benefits.

post.title
post.author.nameDave Kaplan
2 MIN READ
Generational Wealth: How to start building wealth for your family

Generational wealth may seem like a foreign concept when you don’t have a family of your own yet. With that said, the time to start building future family wealth is now.

post.title
post.author.nameDave Kaplan
2 MIN READ
After Probate is Granted: What’s Next for the Executor?

After probate is granted, the executor has several responsibilities that they need to complete to distribute the estate.

post.title
post.author.nameDave Kaplan
3 MIN READ
Property Transfer Following a Deceased Estate

Property transfer following a deceased estate is a detailed process with many variables. Keep reading to learn more.

post.title
post.author.nameAaron Zelman
3 MIN READ
Common Estate Planning Myths (and the truth)

Do you know the truth about common estate planning myths? Learn why starting your will before you're ready is the best way to protect your assets.

post.title
post.author.nameAriella Birnbaum
4 MIN READ
Bequests: How to Leave a Gift to Charity in Your Will

Want to leave a gift to charity in your Will? Then you’ll need to add a bequest. Keep reading to learn about the different types of bequests.

post.title
post.author.nameWilled
2 MIN READ
Can an Executor of a Will Also be a Beneficiary?

When building your Will, it’s important to understand if an executor of a Will can also be a beneficiary. This guide explains the rules.

post.title
post.author.nameRachel Hechtman
3 MIN READ
Palliative Care & End of Life Planning

Sadly, many Australians pass away in palliative care facilities. Sometimes, they receive end of life care that is not in keeping with their wishes. Read on to learn more about how this can be prevented.

post.title
post.author.nameWilled
3 MIN READ
What do you need to start writing a Will?

Writing your Will doesn’t have to be complicated. So to make it easier - here are four things you need to start writing your Will.

post.title
post.author.nameWilled
3 MIN READ
Informal Will: How to make sure your final wishes are legally binding

Want to make sure your final wishes are carried out? Avoid making an informal will - learn everything you need to know about this legal document here.

post.title
post.author.nameWilled
2 MIN READ
Beneficiary Tax Offset: Eligibility, How to Claim and Calculator

Learn more about the beneficiary tax offset in Australia, including eligibility, how to claim and a helpful calculator.
23456