Latest Estate Planning guides

We understand that dealing with the practicalities of death can seem overwhelming and complicated. It's common to have some questions. That's why we have written these simple guides, minus the legal jargon.

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post.author.nameAriella Birnbaum
4 MIN READ
How to Handle a Windfall Inheritance

A windfall inheritance implies a lot of money. Don't waste this chance to better your life and that of others. Read our guide on how to handle it.

post.title
post.author.nameAriella Birnbaum
2 MIN READ
How to Divide Your Estate Fairly Among Siblings

The power is in your hands… and legally, on paper.

post.title
post.author.nameAriella Birnbaum
4 MIN READ
Saving for Retirement in Your 40s

For many people, hitting the age of 40 is a time to start thinking about their future, and retirement appears on the horizon. Fortunately, you still have many good years left to prepare for retirement.

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post.author.nameAaron Zelman
2 MIN READ
Life Insurance Beneficiary: The Complete Guide to Choosing a Beneficiary

Choosing a life insurance beneficiary is an important part of estate planning. In this guide, we cover what you need to know about beneficiaries of life insurance.

post.title
post.author.nameAriella Birnbaum
2 MIN READ
International Women’s Day 2022: Why estate planning is particularly important for women

Good news Australian women are living longer than ever before, but this can have a significant impact on their retirement and estate planning. #BreakTheBias!
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