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Conrad Francis - February 12, 2025
7 Key Facts About Testamentary Trusts for Your Will
When it comes to estate planning, a testamentary trust is a powerful tool that allows individuals to maintain control over their assets even after their death.
Blog
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Shane Mitchell
- August 6, 2024
Navigating the Complexities of Estate Planning? Here are some insights and strategies for managing superannuation and inheritances
Estate planning is a crucial yet often overlooked aspect of financial management, particularly in the context of superannuation. The importance of meticulous estate planning cannot be
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Shane Mitchell
- April 29, 2024
Navigating the Tangled Webs of Wills and Estate Planning
In today’s world, the complexity of family dynamics and financial situations makes estate planning and creating wills not just a necessity but a crucial part
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Shane Mitchell
- April 9, 2024
Yours, mine and ours – estate and succession planning for modern families
Navigating complex family relationships and blended families can be challenging at times particularly when a family member dies. A good estate plan can help to
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Shane Mitchell
- December 9, 2023
Unlocking the Mysteries of Superannuation Death Benefits – Your Guide to Ensuring Your Legacy Lives On
Picture this: You’ve spent your life diligently saving and investing in your superannuation fund, ensuring a comfortable retirement for yourself. But have you thought about
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Inspired Money
- November 10, 2023
Protecting Retirement Benefits While Considering Inheritance Planning
Client Background Janet, a 79-year-old widow and client, approached us for guidance regarding her children’s proposal for her to sell her fully-owned house valued at