Estate Planning
Your Most Important Document
There are two certainties in this world – taxes and death. I’m not qualified to discuss taxes, so let’s chat about death. It’s not an
Michelle Stapleton
Category: Estate Planning
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Category: Estate Planning
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Estate Planning
The Great Wealth Transfer
Over the next twenty years, a massive transfer of wealth will happen as baby boomers age and eventually pass away. This transfer will be on
Liz Koh
Estate Planning
Family Trust Changes
Following a lengthy and comprehensive review of the law relating to trusts undertaken by the Law Commission, and the introduction of the Trusts Bill to
Liz Koh
Estate Planning
Ownership of Your Assets
The more wealth you acquire, the more important it becomes to look at how your significant assets such as your home, investments and insurance policies
Liz Koh
Estate Planning
Are Family Trusts Still Worthwhile?
The family trust gained popularity as an ownership structure for property and investments to help minimise tax and estate duty and maximise entitlement to residential
Liz Koh
Estate Planning
Plan Your Legacy
With careful planning, most people don’t run out of money or assets before the end of life. Money, as they say, is something that has
Liz Koh
Estate Planning
Fighting Over the Family Fortune
Sibling rivalry is common, but add to the mix the death of parents and a sizeable estate and you have a recipe for the destruction
Liz Koh
Estate Planning
One of Life’s Certainties
There is a well known saying that there are two certainties in life; death and taxes. Despite the certainty of death, many fail to plan
Liz Koh
