Estate Planning

Aged care conversations every family should have

2 July

Aged care is one of the most emotional and important topics a family will ever face. It often involves three generations: ageing parents, adult children, siblings, partners, and sometimes grandchildren who are deeply connected to the person needing...[Read More]

Caring with love: Supporting a parent or grandparent living with dementia

25 June

When a parent or grandparent is diagnosed with dementia, life can begin to change for the whole family. Familiar routines may become difficult, conversations may be repeated, and someone who was once fiercely independent may increasingly rely on...[Read More]

Estate planning: the good, the bad and the ugly

18 June

Estate planning is one of those topics many people know is important, but often put off. It can feel uncomfortable, complicated or something to “deal with later”. Yet a well-structured estate plan can be one of the greatest gifts you leave...[Read More]

Charity cheerleader brushes off impact of tax plan

10 June

Proposed taxes on trusts could limit the amount of money given to charities, but the minister responsible says it’s the least of the sector’s problems. With more than $5 trillion expected to pass down the generations through wills and bequests...[Read More]

Why estate planning conversations are so hard

28 May

Talking about estate planning can feel confronting. It’s a conversation tied to ageing, mortality, money, and family dynamics — all sensitive topics many of us prefer to avoid. Yet, avoiding it doesn’t make the need go away. In fact, most...[Read More]

When life gets complicated: Top 7 signs you need legal assistance

7 May

Most people do not think about speaking with a lawyer until something has already gone wrong. A dispute has escalated, a contract has been signed, a deadline has passed, or a difficult family or business issue has become too serious to...[Read More]

Working with an estate planning lawyer: What to expect and how to prepare

30 April

Estate planning is one of those important life tasks that many people put off because it feels confronting, complicated or “something for later”. But a well-prepared estate plan is not really about death; it is about care, clarity and reducing...[Read More]

Estate planning: The 5 critical steps to protect your legacy

16 April

Estate planning is one of those important life tasks that many people delay—often because it feels complex, uncomfortable, or something to deal with “later.” But the reality is, having a clear estate plan in place is one of the most...[Read More]

Living with dignity in aged care: What it truly looks like

16 April

Moving into aged care is a significant life transition. It often comes after years of independence, decision-making, and building a life full of memories, relationships, and achievements. While the environment may change, one thing should never be...[Read More]

Who speaks for you when you can’t? Why planning ahead in aged care matters

2 April

There may come a time in life when you are no longer able to make decisions for yourself—whether due to illness, injury, or cognitive decline. It’s not an easy topic to think about, but it is one of the most important conversations you can have....[Read More]

Estate planning: When is the right time to start?

19 March

Estate planning is something many people put off. It can feel uncomfortable to think about what will happen to your assets, your family and your legacy after you are gone. Yet the reality is that estate planning is not only about what happens when...[Read More]

When your business is your family farm it’s important to consult a specialist insurance broker or adviser

5 March

Running a family farm, especially one passed down through generations, is more than just a business—it’s your family’s heritage, legacy, and livelihood. Protecting this invaluable asset requires expertise beyond basic insurance...[Read More]

Why having a will matters more than you think

19 February

A Will is one of the most important documents you will ever put in place, yet it’s also one of the most commonly delayed. Many people assume they don’t need a Will until later in life, until they have more assets, or until “things settle...[Read More]

Nobody wants your stuff (and that’s okay)

29 January

Let’s just say it plainly, softly, and maybe with a nervous laugh: nobody wants your stuff. Not in the way you think they do, anyway. This isn’t a judgement. It’s a mercy. And once you really let it sink in, it’s oddly freeing. Because one...[Read More]

10 reasons why consulting a specialist insurance broker or adviser is essential when your business is your family farm

20 November