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Get professional legal and financial advice The right professional advice can take the guesswork out of deciding how to distribute your assets, and help you make crucial decisions about who will have your medical and financial power of attorney. You may consider finding a legal professional who specialises in wills and estates. You also have...
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Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative mess when they’re grieving. Your Will gives you a say in how you want your possessions and investments to be distributed. But, importantly, it should...
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Many Australians expect an inheritance, but their parents may have a different view. Around one in two Australians have received or expect to inherit money or property, either from their parents or others. That’s one of the key findings from Vanguard’s 2024 How Australia Retires research, but it shouldn’t come as a great surprise. Over...
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What is your 'estate'? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include for example cash, property, cars, boats, furniture, jewellery, family heirlooms, art, shares and more. What is estate planning? This is where you decide what will happen to your belongings after you pass away. By leaving...
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Having a legally valid will can go a long way to avoiding disputes over the division of your assets. What did the artist Picasso, musicians Bob Marley and Aretha Franklin, and billionaire entrepreneur Howard Hughes have in common? If you’re thinking they had amassed large fortunes before their deaths, you would be correct. But another...
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Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A good estate plan can help to make sure your wishes are carried out when you die. An estate plan, of which a will is the first and most important part, can ensure your estate is...
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The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our collective wealth has been growing steadily and is being transferred to the next generation at increasing rates. In fact, the value of inheritances as well as gifts to family and...
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Succession planning can be difficult at the best of times without dealing with the added pressures farmers have recently faced with droughts, fires and floods. And that’s why it is even more important to plan early and get it right when you are on the land. You are not just dealing with a business, but...
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If you want to protect your family and assets, it’s worth documenting what you’d like to happen if you can’t make your own decisions later in life or if you pass away. If you’ve got people in your life who you love and assets you’d like to be distributed in a certain way, you might...
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A good estate plan will help make sure your wishes are carried out when you die. It can also help if you become unable to make your own decisions. Estate plans An estate plan records what you want done with your assets after your death. It can include documents such as: your will a testamentary...
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