| Adam Montana

It’s never too early to start estate planning, but unfortunately, it can be too late. No matter how stable life seems today, circumstances can change in the blink of an eye. If your estate is in order, you’ll be able to care for your loved ones even in ...

When you own a business, estate planning becomes a bit more complicated. This extra complication is precisely the reason you should take care of your planning now, instead of putting it off for later “when you’ll have more time.” As any business owner ...

Estate planning ensures that your property and assets are passed on to your beneficiaries in a financially efficient way. One important component to estate planning is minimising the taxes that your beneficiaries will have to pay upon your death. ...

When you start to look into aged care for yourself or for a loved one, you might be surprised by the high costs. It’s not uncommon for people to assume that the government subsidies will cover most or all of their aged care costs, but unfortunately, this ...

People often disregard estate planning as something for the wealthy, the old, and the financially successful. But the truth is that estate planning is for everyone, and it’s never too early to start. In fact, it's an important element of strategic ...

Estate planning involves more than just writing a will. While wills are important - especially to people in their 30s and 40s with young children to consider - they’re not the only parts of estate planning to take care of. You don’t have to spend a lot ...

Estate planning is a catchphrase that includes many different kinds of planning: guardianship, insurance, business transfership, estate tax considerations, trusts, and more. One of the pillars of your estate planning is your will. A comprehensive will ...

When you move into an aged care home, you will be confronted with the decision about how to pay for your accommodations. Once you move in, you have 28 days in which to decide on your method of payment, one of which is the RAD (Refundable Accommodation ...