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Legal & General

De facto claims on estate

The importance of updating a will often becomes apparent too late for the surviving members of a family. But what happens when you’re in a de facto relationship?

Legal & General

Planning to die, or lose your marbles this year?

It’s been Rod Cunich’s professional and personal experience that we don't find our own mortality something we can easily discuss with family, but it is something that should be discussed and planned for. Not when we're old, but now.

Legal & General

How sound is your decision making?

Putting aside what your children may assert, one day you may be asked this question and you'll get the answer wrong - along with most other things. But it’s not just loss of mental capacity due to the ageing process that you need to consider and make plans to address. It’s more immediate than that.

Legal & General

How can you provide for those who are vulnerable?

As a parent or grandparent of someone with a physical or mental disability, there are unique considerations that you need to address when planning for their future.

Legal & General

What is a testamentary trust?

Testamentary trusts are trusts created pursuant to your will once you pass away. In short, a trust receives your gift rather than your beneficiary. The benefits and mechanics of a testamentary trust are explained below.

Legal & General

20 most common estate-planning mistakes

It’s often the little things that bring you unstuck and your family into conflict. To avoid thee most common estate planning mistakes, you must first know what they are.

Finance

How can I clarify my succession planning needs?

Do you know whether your succession planning needs are straight-forward or whether you have family or financial circumstances which require special attention? Do you know where to start, who you can turn to for assistance and what it will involve?

Banking & Investment

The value of good advice

Proceeding through life without a succession plan is similar to sailing in unchartered waters without any navigational aids or emergency equipment. Your passage is full of uncertainty and potential risk, and without luck, you have no idea whether you’ll reach your destination. Being prepared for the future brings certainty, peace of mind and security, not only for you, but also for your family.

Finance

Who will get your money?

After years of hard work, accumulating wealth and paying off debt, many people do not have a will. In fact, this is the case with 47 per cent of adult Australians. Rod Cunich of Slater & Gordon explains what happens to your money if you have no will or your will is out-of-date.

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