Over the years we have seen the same topics and issues arise again and again with our clients. While every person’s situation is unique, when… Read MoreThe Top 5 Most Common Wills and Estates Topics You Need to Know
Many of us look forward to retiring, looking at it as a chance to put our feet up and relax. After decades of hard work… Read MoreWhy Active Living is Critical for a Happy & Healthy Retirement
“Could you please pass the turkey, and let’s talk about Wills.” Estate planning may not be an obvious subject to discuss over the Christmas table,… Read MoreWhy the holidays is the perfect time to discuss estate planning
Dealing with Wills and Estate Planning can seem a little overwhelming at times, but even more so when trying to understand a bunch of legal… Read MoreThe A-Z of Wills and Estate Legal Terms
Let’s face it no one likes to speak about death or dying, but this is exactly what you need to do when it comes to… Read MoreHow to Speak to Loved Ones About Estate Planning
Retirement these days looks very different to the generations before us. It’s not as clear-cut as working one day and fully retiring the next. With… Read MoreAre you ready to retire?
It seems these days more than ever, parents are helping out their adult children financially. It’s fairly common place for parents to want to help… Read MoreBut They’re Family – Lending Money to Your Kids The Right Way
Something that we all have in common is that we can’t control time. When we arrive at retirement age although it’s a time for us… Read MoreShould You Downsize During Retirement
A Green Paper from the Actuaries Institute, Unlocking Housing Wealth, released last month claims that the family home is a store of considerable, though relatively untapped, wealth… Read MoreProposed Policy Changes to Release Cash for Retirees
Retirement’s great. Well at least it looks pretty good from the outside. I hope to do it myself one day. You’ve probably spent most of… Read MoreThe 5 Biggest Estate Planning Mistakes
It’s everyone’s worst nightmare. The thought of your family fighting over your assets…but what can you do to avoid it? The death of a loved… Read MoreAvoiding Family Fights Over Assets
Your aged care is one of the most important decisions you’ll ever make, but all too often we put off making any decisions until it’s… Read MorePlanning Aged Care