Statistics show poor planning increases the likelihood of your business failing. It’s up there with financial mismanagement, insufficient market research, and poor leadership.Every business is different, from operation to structuring. What do you have in common with all other business owners? You’ve invested a lot of…

Your life story is a page turning best seller. Picture a loved one…maybe your spouse or parent. Someone that holds a truly special place in your heart. Now imagine that person wrote their life story for you. Not just where they were…

A legacy is leaving a lasting impact on those around you after you’re gone – family, friends, cause or charity, business, small community, or world at large. The importance of to whom or what you’re leaving a legacy and on what scale depends on your values. There’s…

Financial protection and guidanceOne of the beautiful truths in life is that we are all different. We all have our own quirks and complexities, and some of us need more financial guidance or protection than others. We can factor those needs into your estate…

When I think about heartfelt gifts I have received, my Grandma’s wedding ring instantly comes to mind. Grandma died before I was born but I enjoyed a very close and loving relationship with my Grandad (our eldest is named in his honour!).…

You’re a legacy legend and had your Will done! The next step in keeping up that great work is regularly reviewing your Will. That just means regularly reading through your Will.Why? To ensure your Will remains up to date with your wishes and circumstances…

Do you know the Oprah episode “You get a car! You get a car! Everybody gets a car!”?  Well in your estate plan you can gift to whomever you like and however many people, charities, or entities you like!Unfortunately, pets miss out on a gift. …

Testamentary discretionary trusts and….Play School? It’s the mash up you never knew you needed.Testamentary discretionary trusts can be a powerful tool for estate planning. There are a range of benefits and protections for different family circumstances. Think tax advantages, protection in high-risk occupations, and…

Why do I need an Advance Health Directive? An Advance Health Directive works hand-in-hand with your Enduring Power of Attorney.An Advance Health Directive is used to record your decisions about what medical treatment you do and don’t want, for example whether you want intervention to keep you alive or what you do and…

If you lose the ability to make your own decisions someone will step in to make decisions for you. It's unavoidable. The decisions must be made. You can't do it. Someone has to. The optional part is whether you've chosen that "someone" ahead of time…

Why do I need a Will? Your Will is a formal legal document that sets out how you want to gift your property after you die, and nominates people you know + trust to certain power positions. A Will follows legal rules and formalities, like the words used and how it…

A Letter of Wishes is a super important part of your estate plan [yet, doesn't get the airtime of Wills - more big Letter of Wishes reveals in movies please!] Your Will and Letter of Wishes are two different documents, with two different purposes.Your…