Estate Planning

    Blog categorized as Estate Planning

    5 Important Estate Planning Documents - Dollars & Making Sense 22 Aug 2023
    Peter's estate planning Master Class is well known in ASA circles and today, we're going to start looking at some of the excellent content that he covers, and in doing so, let's discover first off, what the five important documents you need to consider
    23 Aug 2023 11:06:44 - Comment(s)
    Contesting a Will - Dollars & Making Sense 20 Jun 2023
    You believe you're entitled to a share of some's estate, and yet you're in the dark or worse still, you're not in the will at all. What do you next? We work through a myriad of situations, some awkward, some easy on what to do if you're going to contest a will.
    20 Jun 2023 09:00:00 - Comment(s)
    Organising a Funeral - Dollars & Making Sense 30 May 2023
    You're the executor of a will and the funeral arrangements are now sitting in your lap. What's next? We discuss what you need to do, how you work through some tangled discussions around coffins, arrangements, music, a funeral director, caskets and everything in between.
    30 May 2023 09:00:00 - Comment(s)
    Being Executor of a Will - Dollars & Making Sense 23 May 2023
    You've been asked to be an executor for someone's last will & testament. What does that mean, and what do I have to do? We discuss the myriad of responsibilities that face an executor, before and after someone dies. Departing the mortal coil is not that simple for those left behind
    23 May 2023 09:00:00 - Comment(s)
    Estate Planning 1.01 - Dollars & Making Sense 4 Apr 2023
    Estate planning, what is it and where do I start? Jonathan Elcombe joins us to work through the basics of wills, powers of attorney, guardianship and more, to leave us with a solid starting point to commence our journey in ensuring we don't leave our loved ones stranded.
    04 Apr 2023 09:00:00 - Comment(s)