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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.

Property Transfer Following a Deceased Estate
Dave KaplanDave 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.

Common Estate Planning Myths (and the truth)
Aaron ZelmanAaron 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.

Bequests: How to Leave a Gift to Charity in Your Will
Ariella BirnbaumAriella 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.

Can an Executor of a Will Also be a Beneficiary?
WilledWilled
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.

Beneficiary Tax Offset: Eligibility, How to Claim and Calculator
WilledWilled
2 MIN READ
Beneficiary Tax Offset: Eligibility, How to Claim and Calculator

Learn more about the beneficiary tax offset in Australia, including eligibility, how to claim and a helpful calculator.

Update Your Estate Planning Documents When You Move Interstate
WilledWilled
3 MIN READ
Update Your Estate Planning Documents When You Move Interstate

The validity of these estate planning documents when you move interstate can vary so make sure to update where needed.

Reversionary Pension: How to Distribute Your Superannuation
WilledWilled
3 MIN READ
Reversionary Pension: How to Distribute Your Superannuation

A reversionary pension is one way you can distribute the remaining balance of your super fund after you pass away. Keep reading to learn more.

What happens to debt when a person dies?
Rachel HechtmanRachel Hechtman
3 MIN READ
What happens to debt when a person dies?

Debt doesn't just disappear when a person dies. Debts must be paid by the estate or, sometimes, by those left behind. Read on to learn more about what happens to debt when a person dies.

When Should Children Receive Their Inheritance?
Dave KaplanDave Kaplan
3 MIN READ
When Should Children Receive Their Inheritance?

Are your children mature enough to handle an inheritance? Here, we consider the possibilities and different ways of leaving an inheritance, even if they are of age.

What is a Retirement Coach, and Why Do I Need One?
Ariella BirnbaumAriella Birnbaum
4 MIN READ
What is a Retirement Coach, and Why Do I Need One?

The transition from career to retirement can be challenging, particularly if you aren’t prepared. A retirement coach can help you prepare for your twilight years, and enable you to truly enjoy this stage of your life.

Things you might not know about prepaid funerals
Dave KaplanDave Kaplan
4 MIN READ
Things you might not know about prepaid funerals

Want to know how prepaid funerals work? Do you need help finding the best option for you? Here are a few things you need to know before deciding if prepaid funerals are best for you.

What if your loved one has multiple Wills?
Ariella BirnbaumAriella Birnbaum
3 MIN READ
What if your loved one has multiple Wills?

Leaving a Will is a crucial part of ensuring there is a clear description of how someone’s assets should be distributed upon their passing. However, producing too many Wills can give rise to confusion and inheritance disputes. Keep reading for some key considerations if you discover multiple Wills.