Fundamental Elements of an Estate Plan

Fundamental Elements of an Estate Plan

What are the fundamental elements of an estate plan? When it comes to planning your estate, it’s common to believe that you only need to write a will, and that a will is a simple document listing your assets and who you want to receive those assets when you die....
The Estate Planning Tools You Must Have

The Estate Planning Tools You Must Have

Estate planning tools are the different elements that make up a good estate plan. Estate planning sounds complicated and stuffy to those who haven’t ventured into what, for them, is an unknown realm.  But if you stop thinking about estate planning as being about...
Funeral Plan: Do You Have One?

Funeral Plan: Do You Have One?

Do you have a funeral plan? Planning a funeral or saving for a funeral seems a little morbid. But the reality is that we’re all going to die and a funeral is part of the inevitable. What doesn’t need to be inevitable is certain financial strain and...
Should Australia Introduce An Inheritance Tax?

Should Australia Introduce An Inheritance Tax?

  Should Australia reintroduce an inheritance tax? Some economists and business people think that reintroducing an inheritance tax could be the answer to the federal deficit black hole. In addition, the aging population and decreasing workforce means that traditional...
When Should You Review Your Estate Plan?

When Should You Review Your Estate Plan?

When should you review your estate plan? The question begins with the assumption that you have an estate plan. Maybe you don’t; in which case, beginning the journey of estate planning is a very good thing to do. It is important to have an estate plan, but estate...