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.

post.title
post.author.nameDave Kaplan
3 MIN READ
Testamentary Trust: Getting Started with Organising Your Assets

When creating your Will, considering building in a Testamentary Trust to protect your assets after you pass away.

post.title
post.author.nameDave Kaplan
3 MIN READ
Paperwork You Need to do After Buying a House in Australia

In Australia, there’s important paperwork you need to do after buying a house, such as creating or updating your Will.

post.title
post.author.nameDave Kaplan
3 MIN READ
What Happens to your Cryptocurrency When you Die?

The transferring of digital assets isn’t well known and can cause complications if you don’t properly prepare.

post.title
post.author.nameAriella Birnbaum
3 MIN READ
Estate Planning NSW: The Complete Guide

The complete guide to estate planning in NSW: enduring power of attorney & guardianship and advance care planning.

post.title
post.author.nameAriella Birnbaum
3 MIN READ
Estate Planning QLD: The Complete Guide

The complete guide to estate planning in QLD: enduring power of attorney & guardianship and advance care planning.

post.title
post.author.nameDave Kaplan
3 MIN READ
Estate Planning SA: Enduring Power of Attorney and Advance Care Directive

The complete guide to estate planning in SA; making an Enduring Power of Attorney and Advance Care Directive.

post.title
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.

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.

post.title
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.
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