Investors Voice Category: Estate Planning
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.
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.
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...
It’s estimated that the average Australian could receive $320,000 in inheritance1 in the next 15 years. This $3.
Estate planning – what is legal capacity and what can go wrong when capacity is in question
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
Estate planning can be a complicated task, with many questions and concerns arising during the process.
Malcolm Duce, a long-standing member of the Australian Investors Association (AIA), recently asked a question about inherited shares and capital gains text (CGT).
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.