estate planning

    Blog tagged as estate planning

    Contesting a Will - Dollars & Making Sense 2 Jan 2024 Summer Series #3
    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.
    02 Jan 2024 09:00:00 - Comment(s)
    Organising a Funeral - Dollars & Making Sense 26 Dec 2023 Summer Series #2
    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.
    26 Dec 2023 09:00:00 - Comment(s)
    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)