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
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
In the complex realm of estate law, a recent study has revealed a significant statistic: an impressive 74% of estate claims prove to be successful.
Many people are unprepared when it comes to planning for their own death. A recent survey conducted by the Groundswell Project in Australia found that
“I have been left a sizable inheritance and I’m unsure what to do; add to my super, pay down my mortgage, or pass on the
While an inheritance can sound appealing in theory, when it actually happens to you and it’s the result of the loss of someone close, the