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.

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post.author.nameWilled
3 MIN READ
Update Your Estate Planning Documents When You Move Interstate

The validity of these estate planning documents when you move interstate can vary so make sure to update where needed.

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post.author.nameWilled
3 MIN READ
Reversionary Pension: How to Distribute Your Superannuation

A reversionary pension is one way you can distribute the remaining balance of your super fund after you pass away. Keep reading to learn more.

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post.author.nameRachel Hechtman
3 MIN READ
What happens to debt when a person dies?

Debt doesn't just disappear when a person dies. Debts must be paid by the estate or, sometimes, by those left behind. Read on to learn more about what happens to debt when a person dies.

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post.author.nameDave Kaplan
3 MIN READ
When Should Children Receive Their Inheritance?

Are your children mature enough to handle an inheritance? Here, we consider the possibilities and different ways of leaving an inheritance, even if they are of age.

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post.author.nameAriella Birnbaum
4 MIN READ
What is a Retirement Coach, and Why Do I Need One?

The transition from career to retirement can be challenging, particularly if you aren’t prepared. A retirement coach can help you prepare for your twilight years, and enable you to truly enjoy this stage of your life.

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post.author.nameDave Kaplan
4 MIN READ
Things you might not know about prepaid funerals

Want to know how prepaid funerals work? Do you need help finding the best option for you? Here are a few things you need to know before deciding if prepaid funerals are best for you.

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post.author.nameAriella Birnbaum
3 MIN READ
What if your loved one has multiple Wills?

Leaving a Will is a crucial part of ensuring there is a clear description of how someone’s assets should be distributed upon their passing. However, producing too many Wills can give rise to confusion and inheritance disputes. Keep reading for some key considerations if you discover multiple Wills.

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post.author.nameAriella Birnbaum
3 MIN READ
Millennials, Here’s How to Take Ownership of Your Digital Legacy

Your digital legacy is yours to tell. But first, you need to plan for it.

post.title
post.author.nameAriella Birnbaum
3 MIN READ
When is the Right Time to Take Out Life Insurance?

Timing is everything, and when it comes to life insurance, it’s about seeking out the choices and options for whatever stage of life you’re at.

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post.author.nameAriella Birnbaum
3 MIN READ
Tips for First-Time Life Insurance Policy Buyers

First-time policy buyer? Welcome to the wonderful world of adulthood. Have no fear – these 7 tips will help take you from ‘life insurance novice’ to ‘annoying (but educated!) know-it-all’.

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post.author.nameAriella Birnbaum
3 MIN READ
Put A Stop To Elder Abuse By Planning Your Estate

A good estate plan will help your loved ones avoid arguments and legal disputes, but what if we told you that it could also prevent elder abuse? Read on to learn more.

post.title
post.author.nameAriella Birnbaum
3 MIN READ
How to Determine the Value of Assets and Liabilities

A guide on how to value the assets and liabilities within an estate
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