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.nameAriella Birnbaum
3 MIN READ
How Much Does the Public Trustee Take from the Estate?

As with any service, due care and research should be undertaken to understand what is involved before accessing and signing up to services like those offered by the Public Trustee.

post.title
post.author.nameAriella Birnbaum
2 MIN READ
POAs & Money: Your FAQs, Answered

It’s a tricky topic, but an important one to research. Here’s what you need to know about Power of Attorney and money.

post.title
post.author.nameAriella Birnbaum
4 MIN READ
Avoiding Sticky Situations with Siblings over Power of Attorney

Life is always interesting with siblings. But it can get a bit too interesting without the right strategies when it comes time to step into the role of managing their parents’ affairs.

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post.author.nameRachel Hechtman
4 MIN READ
Supporting People with Dementia: Life Story Work

Life Story work can be an important catalyst for connection and expression for both dementia sufferers and those that care for them.

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post.author.nameAriella Birnbaum
3 MIN READ
Helping the sandwich generation to care for loved ones

If you support both children and parents, you’re part of the growing ‘sandwich generation’ club. Discover more about this term/phenomenon in this guide.

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post.author.nameAriella Birnbaum
3 MIN READ
Preparing for the Death of a Parent in Practical Ways

Preparation for end-of-life is key. Always.

post.title
post.author.nameAriella Birnbaum
4 MIN READ
Affording Aged Care: A Guide

Aged care can be expensive. Let’s navigate the subject together.

post.title
post.author.nameAriella Birnbaum
5 MIN READ
When is the Right Time to Move into an Aged Care Facility?

Some top tips for recognising when the time is right.

post.title
post.author.nameAriella Birnbaum
3 MIN READ
What is a Reverse Mortgage?

Designed for homeowners close to retirement age, we explore how a reverse mortgage might be one way in which you can access cash that is tied up in your assets.

post.title
post.author.nameAriella Birnbaum
2 MIN READ
Insurance Explainer: What's the Difference?

Confused about life insurance and what it covers? Here you have it – the four most common kinds of life insurance, explained.

post.title
post.author.nameAriella Birnbaum
3 MIN READ
Lending Money to Your Kids? Here's How to Protect Yourself.

The ‘bank of mum and dad’ is often the most appealing lender on the block. Here’s how you can set some boundaries with your kids.

post.title
post.author.nameAriella Birnbaum
3 MIN READ
5 Common Mistakes to Avoid When Taking Out Life Insurance

Don’t make these critical errors when locking in your life insurance.