When an older person needs aged care, decisions are often made quickly. Families may be stressed and worried, and the financial choices involved can have long-term consequences that are difficult,…
What role will an inheritance play in your long-term wealth strategy? If the ballpark numbers are at least remotely close, the amount of assets set to be transferred from one…
Passing on wealth to the next generation should be a positive experience. Careful planning and open communication can help ensure it stays that way. An Unprecedented Transfer of Wealth The…
A good estate plan will help make sure your wishes are carried out when you die. It can also help if you become unable to make your own decisions. Estate…
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative…
Life can be busy and complex for the ‘sandwich generation’ who find themselves stuck between caring for grandchildren and aging parents. Most people are unprepared for aged care because, let’s…
The COVID-19 pandemic gave us all a sneak peek into what life might be like if we lost independence and mobility. But what if the limitations were not due to…
The money you pay as a lump sum for your residential aged care room will be refunded to your estate – so what do you need to know about when…
The much-debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the implications. Although it is not yet…
Life is filled with changes. But with preparation and good advice, you may be able to manage the changes more effectively to minimise the stress. Watching your spouse’s health decline…