Self-funding Retirement
What are your thoughts on retirement: are you looking for self-funding retirement? Self-funding retirement is an admirable goal. It is
What are your thoughts on retirement: are you looking for self-funding retirement? Self-funding retirement is an admirable goal. It is
What are the important estate planning elements? Some important Estate Planning elements include a Will, an enduring power of attorney (EPA) and insurance cover.
Partnership and Shareholder Agreements: Why They Matter Importance of Partnership and Shareholder Agreements Partnership and shareholder agreements provide comfort and
What are Buy-Sell Agreements? Buy-sell agreements are legal contracts that allow for the transfer of a business to a previously
What is an Enduring Power of Attorney – EPA? A document giving an agent authority to act on another’s behalf
When does your financial planner need to liaise with your legal adviser? Part of the role of professional advisers is
Defining ‘beneficiary’ for purposes of this article A beneficiary is a person who has a legal right to the use
What are Intergenerational Assets? By intergenerational assets, we refer to assets – that a family accumulates over time and then
Financial security assessment – a self-test: A financial security assessment of your family’s capacity to deal with a health or
Estate Planning strategy Testamentary trust benefits in estate planning are extensive. They range from flexibility for the testator; to clarity