Tag Archives: Wills

What you should know about creating your will and estate plan

Posted on 01. Dec, 2021 by .

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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Heirlooms no more – why kids no longer want parents’ treasures

Posted on 03. May, 2016 by .

If you are a baby boomer, you might be thinking about gifting some of your treasured possessions – especially if downsizing is on the horizon. But if you were planning to pass them on to your kids, you could be in for a surprise. Increasingly, millennials aren’t interested in inheriting that large landscape oil painting […]

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Intergenerational wealth transfer

Posted on 16. Mar, 2015 by .

Intergenerational wealth transfer – or in simpler terms, passing on assets to your family, can be, and often is, a huge issue for all family members concerned. If done well and executed properly, it can make a real difference to the financial position of the recipients. If misjudged or poorly handled, it can cause enormous […]

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Merry Christmas from Abound Financial & Lifestyle Planning

Posted on 23. Dec, 2010 by .

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 on 27. Oct, 2010 by .

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 on 20. Jan, 2010 by .

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 [..]

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