Tag Archives: Wills
Merry Christmas from Abound Financial & Lifestyle Planning
Posted on23. Dec, 2010 by admin.
We wish you and your family a Merry Christmas and Happy New Year from the team at Abound Lifestyle Planning!
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Death Tax- Bonus – Financial Planning Ascot Vale
Posted on27. Oct, 2010 by admin.
When someone dies it’s fair to say there are a range of issues the family has to deal with including organising a funeral, financial considerations, processing insurance claims, gathering all data from accounts, changing property titles not to mention the emotional trauma.
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Estate planning is a process designed to help protect the wealth you have built over your lifetime so that it is distributed smoothly and in accordance with your wishes.
Posted on20. Jan, 2010 by admin.
More than just a Will, an estate plan also takes into account your superannuation and powers of attorney as well as assets held solely in your name or jointly with others, or assets held in private companies or trusts. Some elements to consider in estate planning are [..]