Blog tagged as estate planning

Find out the difference between "gifting" and "loan" when family provides funds to each other. The rules are straight forward yet catch too many out.

do you need to fill in a tax return if you're on Centrelink payments? Possibly, dead people have to in their last year on the planet, so let's chat to Services Australia about EOFY considerations if you draw payments from the government

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.

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.

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