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Investors Voice Category: Estate Planning

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Wills • Estate Planning • Financial Planning
15 months ago
whatwhenwhy

What to consider when drafting a will

It is important to have a will correctly and professionally drafted to be assured your possessions go to the people you want them to go to on your death.
By PCL Lawyers*
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Power of Attorney • Wills • Estate Planning
16 months ago
power of attorney

Should you audition your adult children for their later life roles?

Is an errant adult child the product of nurture or nature?  For many parents, it is probably a question too hard to answer, or too late to ask.
By Brian Herd*
0 0
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SMSF • Superannuation • Estate Planning • Wills
20 months ago
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SMSF estate planning and death benefit nominations

A self-managed super fund (SMSF) is one of the key components of estate planning and it is important to consider what will happen to the funds when you or any...
By Shane Ellis*
0 0
Inheritance • Will • Estate Planning
20 months ago
inheritance v2

Seven steps for managing inheritance

It’s estimated that the average Australian could receive $320,000 in inheritance1 in the next 15 years. This $3.
By Vanessa Stoykov*
1 1
Estate Planning • Legal Capacity • Wills • Exclusive Member Content
24 months ago
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Estate planning, capacity issues and joint financial goals: Part 4

Estate planning – what is legal capacity and what can go wrong when capacity is in question
1 0
Testamentary trusts • Estate Planning • Exclusive Member Content
2 years ago
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Estate planning, testamentary trusts and labelling your investments: Part 2

This article explains what testamentary trusts are, why they're a star estate planning strategy and also highlights the importance of labelling the purpose of your investments
By Lucy Percy & Tim Henry
1 0
Estate Planning • Wills
2 years ago
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Estate planning, Wills and trustee companies: Part 1

Estate planning can be a complicated task, with many questions and concerns arising during the process.
By Lucy Percy
3 0
Tax • Capital Gains • Estate Planning • Shares
3 years ago
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Your questions answered – Understanding CGT when you inherit shares

Malcolm Duce, a long-standing member of the Australian Investors Association (AIA), recently asked a question about inherited shares and capital gains text (CGT).
1 0
Insurance • Estate Planning
3 years ago
AIA JEMoore pic 05012021

Plan for the unexpected - Lessons I learned from redundancy and a life threatening illness

Sickness can hit from out of the blue and rob you of your income, derailing your lifestyle and investment goals. Learn from my experience and protect yourself.
By Janette Moore
6 0

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