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.nameDave Kaplan
2 MIN READ
Professional Executor Services: What you Need to Know

Executor services are a great alternative to choosing someone you know to manage your estate.

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post.author.nameDave Kaplan
4 MIN READ
What is a Will?

What is a Will? This complete guide goes through what is a Will, what they should include, how to make changes and more.

post.title
post.author.nameDave Kaplan
2 MIN READ
Joint Tenancy vs Tenancy in Common: Property Ownership in Australia

Joint tenancy vs tenancy in common are two different types of property ownership in Australia.

post.title
post.author.nameDave Kaplan
2 MIN READ
Residuary Estate: How do they work in a Will?

The residuary estate clause is an important component of your Will to ensure your possessions go to the right beneficiaries.

post.title
post.author.nameDave Kaplan
2 MIN READ
Discretionary Trust in Australia: Do You Need One?

A discretionary trust is a way to manage the assets of your estate or structure a business that has many benefits.

post.title
post.author.nameDave Kaplan
2 MIN READ
Generational Wealth: How to start building wealth for your family

Generational wealth may seem like a foreign concept when you don’t have a family of your own yet. With that said, the time to start building future family wealth is now.

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post.author.nameDave Kaplan
2 MIN READ
After Probate is Granted: What’s Next for the Executor?

After probate is granted, the executor has several responsibilities that they need to complete to distribute the estate.

post.title
post.author.nameDave Kaplan
3 MIN READ
Property Transfer Following a Deceased Estate

Property transfer following a deceased estate is a detailed process with many variables. Keep reading to learn more.

post.title
post.author.nameAaron Zelman
3 MIN READ
Common Estate Planning Myths (and the truth)

Do you know the truth about common estate planning myths? Learn why starting your will before you're ready is the best way to protect your assets.

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post.author.nameAriella Birnbaum
4 MIN READ
Bequests: How to Leave a Gift to Charity in Your Will

Want to leave a gift to charity in your Will? Then you’ll need to add a bequest. Keep reading to learn about the different types of bequests.

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post.author.nameWilled
2 MIN READ
Can an Executor of a Will Also be a Beneficiary?

When building your Will, it’s important to understand if an executor of a Will can also be a beneficiary. This guide explains the rules.

post.title
post.author.nameWilled
3 MIN READ
What do you need to start writing a Will?

Writing your Will doesn’t have to be complicated. So to make it easier - here are four things you need to start writing your Will.