Can I prepare my own Will or use a “Do It Yourself” Kit?

It is quite common to see “ Kits in Newsagents or Post Offices. They are often inexpensive and contain directions in relation to how they should be filled out.

There is nothing stopping you from your own Will or using one of these Will Kits – that being said, a Will must conform to strict requirements and if it fails those requirements the Courts may decide that it is not a valid Will. If this is the case then there is no Will, and your may be distributed in a manner which was not your intention.

Planning for the future

can help avoid complications that can arise following the death of a loved one. With an ageing population in Australia, proper planning is critical to ensure that your loved ones are adequately taken care of and have directions as to what to do when you move on.

Exit, Stage Right – Do you Need to Sell your Business to Retire?

Many owners who had been looking towards placed these plans on hold as they focused on surviving the . As business and the economy recovers, we spoke to Noel Johnson of Johnsons Corporate about how they are finding the market for the business sales.

Estate planning for the holiday season

Finding an excuse to discuss your over the holidays

An interesting observation of human nature is that there is a noticeable increase in enquiries for and services during the period leading up to the holiday season around Christmas and the New Year. Why is that?

How can a Parent Care for their Disabled Child after their Death?

If you are the parent of a child requiring ongoing care as a result of a disability, for their care in the event of your death is a major issue. One of the vehicles that can help manage their financial well being is a Special Disability Trust.This structure allows you to nominate a person (or more than one person) to act as trustee and manage the financial affairs of your child. The trust is allowed to invest the funds for the purpose of paying for the care and accommodation of the principal – your child. This may include purchasing and owning a suitable property for them to live in.

How can a Parent Care for their Disabled Child after their Death?

If you are the parent of a child requiring ongoing care as a result of a disability, for their care in the event of your death is a major issue. One of the vehicles that can help manage their financial well being is a Special Disability Trust.This structure allows you to nominate a person (or more than one person) to act as trustee and manage the financial affairs of your child. The trust is allowed to invest the funds for the purpose of paying for the care and accommodation of the principal – your child. This may include purchasing and owning a suitable property for them to live in.

The Importance of Insurance – Trauma Insurance

Financial protection such as can help ease some of the stress at difficult times and ensure that financial worries do not add to your ’s emotional burden at time when they are least able to cope.Your financial adviser can help you choose the right mix of insurance for you and your family’s particular circumstances.

The Importance of Insurance – Trauma Insurance

Financial protection such as can help ease some of the stress at difficult times and ensure that financial worries do not add to your ’s emotional burden at time when they are least able to cope.Your financial adviser can help you choose the right mix of insurance for you and your family’s particular circumstances.

Good Will Week 2011

Don’t put it off – set some time aside to write or your

Everyone aged 18 years and over should have a Will – however the NSW Trustee & ’s statistics show that over 45% of people in New South Wales do not have a Will!

The Importance of Insurance – TPD and Income Protection Insurance

Financial protection such as can help ease some of the stress at difficult times and ensure that financial worries do not add to your ’s emotional burden at time when they are least able to cope.Your financial adviser can help you choose the right mix of insurance for you and your family’s particular circumstances.