As we get older, some things just get harder to manage. That goes especially for the traditional family home. When you’re in your 30s, maintaining a house with two big yards is something to look forward to on the weekend. But when you’re in your 60s, you just want to enjoy your retirement. For many of my parents’ generation – the Baby Boomers – the decision to downsize is a tough … [Read more...]
Greg Welden, Guest Presenter at National Legal Conferences
In line with our mission to become the most respected, innovative and distinguished estate planning firm in Adelaide, we dedicate considerable time to both extending our knowledge and presenting this information, as leaders, to the broader legal community. Greg Welden was in Melbourne last week delivering a paper via ‘Live-video-Webinar’ in conjunction with the Television Education Network. … [Read more...]
Estate Planning Series: Part 3 “Dealing with Non-Estate Assets”
With many ‘average Australians’ having assets which are ‘non-estate’ assets, it is crucial that these individuals develop strategies (ie an estate plan), to ensure that the control of these assets is passed to your loved ones upon your death. In part 2 of the Estate Planning series I identified some situations where assets may be non-estate. In this article I will explore some general … [Read more...]
