Author: Steve Wildes

Living Estate Planning, Uncategorized

Main Residence Safe Harbour When Selling An Inherited Property

In some cases, a deceased estate or beneficiary can access full exemption on sale of an inherited dwelling if it is sold within 2 years.

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Living Estate Planning

The Problems With A Granny Flat Agreement

It probably wouldn’t come as a surprise if a child of an elderly parent saw an opportunity to undermine the parental will via the building of a granny flat.

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Living Estate Planning

Buy/Sell Agreements – Till Death Do Us Part?

It’s no surprise that little or no thought is given to the business failing and if it is considered then it is generally about the business not succeeding.

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Living Estate Planning

Do I Really Need An Estate Plan?

Life does not always go to plan. While we logically know that, most of us don’t plan for the worst – it’s all a bit morbid and time consuming.

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Living Estate Planning

Can I Use Superannuation To Pay For A Funeral?

Relying on a superannuation payout to help pay for a funeral should be considered the proverbial last resort.

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Living Estate Planning

Accessing Your Super For Estate Planning Purposes

You normally can’t use your super until you reach your preservation age but there may be a way to have your super released early if you meet an eligibility requirement.

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Living Estate Planning

How Much Does An Average Funeral Cost?

The price of a funeral will largely depend on what you decide to include in the ceremony. The devil is in the detail. It’s like the idea of: “Do you want fries with your order?” 

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Living Estate Planning

Covering The Cost Of Your Own Funeral

Your own funeral can be hard to think about, but after a lifetime of working hard for your money and having it work hard for you, now is not the time to drop the ball when some intelligent research and thoughtful planning could ensure value for money with that final big spend.

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Living Estate Planning

8 Tips To Reduce The Cost Of A Funeral

Granted – it’s not all about the money. But for many people, cutting costs on a funeral is important for their own lifestyle and welfare.

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Community, Living Estate Planning, Tax

Should Your Children Have A TFN?

There are other administrative tasks that you may consider attending to at the same time, such as applying for a tax file number (TFN) for the kids.

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Community, Living Estate Planning

Remarriage Means Revisiting Your Estate Plan

With one in three first marriages and one in two second marriages ending in divorce, perhaps the biggest risk to your estate is not a GFC, it is poor estate planning.

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Living Estate Planning, Strategic Financial Advice

Stop Your Kids From Blowing Their Inheritance

It is often forgotten that a financial education is vital for children to be certain that they will cope and succeed in their future years.

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