ESTATE PLANNING GUIDES

 

Flick through our gallery of guides related to estate planning. To view it in a large format, simply click an image. But remember: these are only for general purposes only. To receive professional help that addresses your present circumstances, please contact us on 0498 12 14 16 and speak to Shaun Walsh.

WILL IT NEVER HAPPEN TO YOU?

There is limited research literature about estate planning in Australia. However, we found this for you. In this research, the finding is resounding: the attitude of ‘she’ll be ‘right, mate’ is still prevalent among Australians, thinking that it will not happen to them. However, there is also increasing awareness when it comes to creating a will and updating existing ones. Thus, Australians are in a transition when it comes to estate planning.
We hope to see more research soon. In the meantime, please go through the graphical presentation of the results.

FAQS ABOUT WILLS

You probably have nagging questions about wills and have not had the time to ask someone knowledgeable about it. These questions would hopefully get you started. As always, we would like to emphasize that these are common answers to common questions and should not be taken as a form of financial advice. We advocate getting in touch with a financial planner (or even a lawyer) if you wish to receive professional assistance.

6 ESTATE PLANNING MUST-HAVES 

If you’re mulling over estate planning, then you made a good first step in deciding to do so. To get you started, we have put together 6 must-haves that you should consider. Note that these must-haves do not constitute advice. If you decide to get on with your plan, it is always best to get in touch with a financial adviser

THE ADVISER'S NOTEBOOK

13 + 12 =