Many people believe that if they have a valid Will they also have an estate plan, but this is not so. While a Will outlines
where the deceased individual's assets will be distributed, it does not include various other documents and directives that are available.
While a will is a legal document, an estate plan is a collection of legal documents. More specifically, they often including a will, trusts, an advance directive and various types of powers of attorney.
An estate plan can handle other estate planning matters that can’t be covered in a will too.
It's common to hear people say that wills are for the 'normal' person and estate plans are for the wealthy. However, this couldn’t be further from the truth. No matter how large an estate you have, there are always important bases to cover. For example, you’ll want to plan your power of attorney, property transfers and beneficiary designations on your insurance policies, retirement accounts and more.
You’ve worked hard for what you have – it’s time to protect it for the next generation.
Managing your personal expenses in the face of the rising cost of living. We run through a live demo of our detailed 12-month personal budget worksheet so you know how you can effectively use this tool yourself.
28 September 2023 // 12:30 - 1:30p.m.
In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and secure your financial future.
9 August 2023 // 4:00 - 5:00p.m.
We invite you join this very special webinar with Jody Fitzgerald, Head of Institutional Portfolio Management at Morningstar, one of the most well-known and respected investment professionals in Australia, to gain insights into the modern investing landscape.