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Testamentary trusts are exceptionally useful when planning your estate due to their flexibility. Check out the ways a trust can help you.read more
Estate planning means making sure your stuff goes where you want it when you die, even if you don’t have very much. It’s worth doing, and we can make it easy.read more
Australian laws may be reasonably progressive, but they don’t solve all LGBT family law and inheritance problems. Get proper advice and leave it tidy.read more
Finding a financial planner can be hard, so visit your adviser armed with some questions, and see how they measure up.read more
The 80-year rule has created a huge tax-event problem in Australia as baby boomers approach retirement, and family trusts near their ‘death’.read more