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.nameAriella Birnbaum
4 MIN READ
Affording Aged Care: A Guide

Aged care can be expensive. Let’s navigate the subject together.

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post.author.nameAriella Birnbaum
5 MIN READ
When is the Right Time to Move into an Aged Care Facility?

Some top tips for recognising when the time is right.

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post.author.nameAriella Birnbaum
4 MIN READ
Why it’s so important to talk to your parents about their Will

Where there’s a legal Will, there’s a plan.

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post.author.nameAriella Birnbaum
3 MIN READ
What is a Reverse Mortgage?

Designed for homeowners close to retirement age, we explore how a reverse mortgage might be one way in which you can access cash that is tied up in your assets.

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post.author.nameDave Kaplan
3 MIN READ
What Happens If You Die Without A Will?

If you're planning for your future, you should be trying to tick off everything on your list.

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post.author.nameAriella Birnbaum
2 MIN READ
Insurance Explainer: What's the Difference?

Confused about life insurance and what it covers? Here you have it – the four most common kinds of life insurance, explained.

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post.author.nameAriella Birnbaum
3 MIN READ
Lending Money to Your Kids? Here's How to Protect Yourself.

The ‘bank of mum and dad’ is often the most appealing lender on the block. Here’s how you can set some boundaries with your kids.

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post.author.nameAriella Birnbaum
3 MIN READ
5 Common Mistakes to Avoid When Taking Out Life Insurance

Don’t make these critical errors when locking in your life insurance.

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post.author.nameAriella Birnbaum
4 MIN READ
How to Handle a Windfall Inheritance

A windfall inheritance implies a lot of money. Don't waste this chance to better your life and that of others. Read our guide on how to handle it.

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post.author.nameAriella Birnbaum
3 MIN READ
Smart Ways to Take Care of Your Kids in Your Will

In many ways, kids are an embodiment of the future, and when you’re writing a Will, the future is all you’re thinking about. We share some smart ways you can plan for theirs.

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post.author.nameAriella Birnbaum
2 MIN READ
How to Divide Your Estate Fairly Among Siblings

The power is in your hands… and legally, on paper.

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post.author.nameAriella Birnbaum
4 MIN READ
Saving for Retirement in Your 40s

For many people, hitting the age of 40 is a time to start thinking about their future, and retirement appears on the horizon. Fortunately, you still have many good years left to prepare for retirement.
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