OTG Capital - Blog #willsOTG Capital - Blog #willshttps://www.otgcapital.com.au/blogs/tag/willsFri, 01 May 2026 19:56:37 +1000http://zoho.com/sites/<![CDATA[Summer #3 - Dollars & Making Sense 3 Jan 2023]]>https://www.otgcapital.com.au/blogs/post/summer-3-dollars-making-sense-3-jan-2023Summer 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]]>
Summer Series

We're taking a break over the summer holidays and rebroadcasting some our previous shows.  In this episode, we revisit the second part of WIlls & Estate Planning and move into Compliance with Phil Osborne, another regular contributor to our show.  Phil's piece on Compliance was broadcast on 22 Mar 2022.  To listen to these recordings, go to the links earmarked on the links, and have a great holiday from all of us at OTG Capital!


Dollars & Making Sense a weekly program about money, finance and investing.

@FMRNB

@Radio Northern Beaches


]]>Tue, 03 Jan 2023 09:00:00 +1100<![CDATA[Summer #2 - Dollars & Making Sense 27 Dec 2022]]>https://www.otgcapital.com.au/blogs/post/summer-2-dollars-making-sense-27-dec-2022Summer 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]]>
Summer Series

We're taking a break over the summer holidays and rebroadcasting some our previous shows.  In this episode, we revisit Women & Wills broadcast on 15 Mar 2022 and adjoin the first part of WIlls & Estate Planning. To listen to these recordings, go to the links earmarked on the links, and have a great holiday from all of us at OTG Capital!


Dollars & Making Sense a weekly program about money, finance and investing.

@FMRNB

@Radio Northern Beaches


]]>Tue, 27 Dec 2022 09:00:00 +1100<![CDATA[Women & Wills - Dollars & Making Sense - 5 Jul 2022]]>https://www.otgcapital.com.au/blogs/post/women-wills-dollars-making-sense-5-jul-2022Why is estate planning left mainly to elderly women, tune in this week to find out on Dollars & Making Sense.]]>
Women bear the vast burden of estate planning, why?

We're on a short break while we investigate Birdsville, Alice, Uluru and beyond.  We've got some great tax tips as well as a past show on women and wills.

Philippa Hunt & Deena Janes join me this week to discuss women and wills.  Dying used to be easier and following on from last week's show, we focus on matriarchs continuing to bear the burden of having to manage estates in their final years and why this is happening.  Take the opportunity to listen to the experts on Dollars & Making Sense.


@RNB

@Radio Northern Beaches

]]>Tue, 05 Jul 2022 09:00:00 +1000<![CDATA[Women & Wills - Dollars & Making Sense - 26 Apr 2022]]>https://www.otgcapital.com.au/blogs/post/womenwillsrevisitWhy is estate planning left mainly to elderly women, tune in this week to find out on Dollars & Making Sense.]]>
Women bear the vast burden of estate planning, why?

We hope you enjoyed the Anzac Day long weekend, We dip into our archive one last time before we come back from our short break.

Philippa Hunt & Deena Janes join me this week to discuss women and wills.  Dying used to be easier and following on from last week's show, we focus on matriarchs continuing to bear the burden of having to manage estates in their final years and why this is happening.  Take the opportunity to listen to the experts on Dollars & Making Sense.


@RNB

@Radio Northern Beaches

]]>Tue, 26 Apr 2022 09:00:00 +1000<![CDATA[Do You Have a Will? - Dollars & Making Sense - 19 Apr 2022]]>https://www.otgcapital.com.au/blogs/post/doyouhaveawill2Over 75% of Australian's presently don't have a valid will. Why? Tune in to find out a lot more about wills and estate planning. Don't miss Dollars and Making Sense]]>
why don't you have super?

We're dipping into our archive while we take a break over Easter.

Over 75% of Australians today don't have a valid will.  This week we chat with Jonathan Elcombe and Deena Janes from LGen Estate Planning to find out why, and what we can do about it.  Dying used to be easier I'm sure, there is much to consider so take the opportunity to listen to the experts on Dollars & Making Sense.


@RNB

@Radio Northern Beaches

]]>Tue, 19 Apr 2022 09:00:02 +1000<![CDATA[Women & Wills - Dollars & Making Sense - 15 Mar 2022]]>https://www.otgcapital.com.au/blogs/post/women-wills-dollars-making-sense-15-mar-2022Why is estate planning left mainly to elderly women, tune in this week to find out on Dollars & Making Sense.]]>
Women bear the vast burden of estate planning, why?

Philippa Hunt & Deena Janes join me this week to discuss women and wills.  Dying used to be easier and following on from last week's show, we focus on matriarchs continuing to bear the burden of having to manage estates in their final years and why this is happening.  Take the opportunity to listen to the experts on Dollars & Making Sense.


@RNB

@Radio Northern Beaches

]]>Mon, 14 Mar 2022 23:28:19 +1100<![CDATA[Do You Have a Will? - Dollars & Making Sense - 8 Mar 2022]]>https://www.otgcapital.com.au/blogs/post/do-you-have-a-will-dollars-making-sense-8-mar-2022Over 75% of Australian's presently don't have a valid will. Why? Tune in to find out a lot more about wills and estate planning. Don't miss Dollars and Making Sense]]>
why don't you have super?

Over 75% of Australians today don't have a valid will.  This week we chat with Jonathan Elcombe and Deena Janes from LGen Estate Planning to find out why, and what we can do about it.  Dying used to be easier I'm sure, there is much to consider so take the opportunity to listen to the experts on Dollars & Making Sense.


@RNB

@Radio Northern Beaches

]]>Tue, 08 Mar 2022 07:22:41 +1100<![CDATA[Last Will & Testament - Dollars & Making Sense 28 July 2020]]>https://www.otgcapital.com.au/blogs/post/Last-Will-and-Testamentwe discuss wills and what happens if you don't have one when you die]]>
Will we or won't we?  This week Karen leads a discussion about last wills and testaments and the implications of having one and more importantly NOT having one.  During the show we find out to our surprise one of our team does not have a Will.  Click this link to listen.

What happens if you die without a Will, and what are the steps and considerations about putting one in place, and what are the family, children and tax gotchas??

Ray & Lisa join in with their own stories and observations that are sure to enlighten and educate.

Ray’s usual “market wrap” will take a peek at the week that was, leading indicators what’s about to happen in the local markets.
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