Tag Archives: Estate Planning

What is an agreement to make Mutual Wills?

An Agreement to Make Mutual Wills is an agreement between 2 parties (usually a husband and wife, but can be a same sex couple or a de facto couple) to make Wills in an agreed form. Usually, they provide that the parties may not act such that those Wills don’t get given effect to,...

Do you have an estate plan?

Do you even have an estate plan? Don’t know what one is? There are at least 3 documents you should consider as part of your personal estate planning: A will; A power of attorney; and Appointing an enduring guardian. A WILL A Will is a legal document that details who will take care of...

Superannuation and your estate planning

Did you know that your superannuation does not necessarily form part of your estate when you die? This can cause problems unless it is properly dealt with as part of your Estate Planning. Your superannuation will not be dealt with in accordance with your wishes unless you have a valid and...

The importance of financial planning to business

THE IMPORTANCE OF FINANCIAL PLANNING TO BUSINESS A sound financial plan is the backbone of any successful business. Having a successful business all comes down to planning and financial planning is one of the key areas that must be addressed from conception for a business to thrive and expand. As...