estate planning

    Blog tagged as estate planning

    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)
    Summer #2 - Dollars & Making Sense 27 Dec 2022
    Summer series #2 we go back and visit Wills and Estate Planning. Dollars & Making Sense, a weekly show about finance, money & investing on Radio Northern Beaches
    27 Dec 2022 09:00:00 - Comment(s)
    Capital Gains Tax - Dollars & Making Sense - 29 Nov 2022
    We discuss CGT with Kirk Wilson from Tax & Super Australia and the impact on inherited homes on Dollars & Making Sense
    29 Nov 2022 09:00:00 - Comment(s)