Blog categorized as Estate Planning

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)
Summer #3 - Dollars & Making Sense 3 Jan 2023
Summer series #3 we go back and visit Wills and Estate Planning and Compliance. Dollars & Making Sense, a weekly show about finance, money & investing on Radio Northern Beaches
03 Jan 2023 09:00:00 - Comment(s)