Estate planning

Why estate planning is always a human story

Why estate planning is always a human story

Peter and Maree came to see us seeking advice on how to manage their finances in the context of some complex family dynamics. The couple had married later in life and both had children from previous marriages. Until now they had kept their financials separate but Peter had been given a terminal diagnosis. He was very keen to ensure that any assets he had would go directly to his wife when he died. He was trying to find a solution to this but was unaware of what his options may be.

Estate planning: what's your family's succession plan?

Estate planning: what's your family's succession plan?

While often difficult, having discussions with your family about estate planning, and how your assets will be distributed when you die, is so important.  Here are just some of the key building blocks to consider when estate planning and looking to create your own family succession plan.