The 6 Financial Mistakes To Avoid In your 50’s
I recently came across an excellent written by article by Jack Derwin for nestegg.com that I thought would be of interest to our readers. This was of particular interest to me as I am in this age group and many of my clients are as well. This article is summarised below with additional comments as […] Read More
Succession and Estate planning. Where to start.
Recently in discussion with clients it is clear that many people want to undertake the Estate and Succession planning, however they are unaware of how to go about it and who can assist them. Anyone with assets needs to consider their future Succession and Estate planning needs. The terms are used interchangeably, but whilst similar […] Read More
Inheriting Capital Assets
Inheriting of Capital assets from parents and loved ones is becoming a more common issue as many people are holding assets such as listed shares and property at the time of their deaths. Unfortunately, many beneficiaries of estates are unaware of the taxation consequences that will occur in the future due to this. Traditionally most […] Read More
Four important steps in planning for aged care
Getting old is one thing that those of us lucky enough will need to deal with. One of the more challenging and complex areas to deal with is aged care. Planning for aged care, although includes structuring assets so as to minimise the costs associated with aged care, needs to include being aware and understanding […] Read More
Retirement – Its not just about the money!
Over the last 20 years I have dealt with a large number of clients who have transferred from their full time working life to retirement. If there is one piece of advice I can give anyone who may be preparing for retirement it is this: It’s not just about the money! Don’t be fooled by […] Read More
Have you documented your Estate planning?
Time and time again I talk to people that have an ‘idea’ of what they want to happen with their estate. They more often than not have a Will and think they may have completed a Power of Attorney. Year after year the we ask those same little questions during their tax interview and before […] Read More
5 Key Strategies for Estate Planning Evening
A couple of nights ago Peter Cramer and I hosted an Estate Planning seminar for our clients. The fantastic thing we are now able to do with these client presentations is provide access to our clients who cannot attend via a webinar service. Clients can dial in at home over the internet to listen in […] Read More