Estate Planning

Living Estate Planning

07 Mar 2018

A new child means a new will

Having a baby means so many new decisions and responsibilities from choosing a name to registering for MCC membership. But…

Steve Wildes

Living Estate Planning

20 Feb 2018

MEDICAL POWER OF ATTORNEY

Advanced care directives will take the place of medical POAs being legal documents that can include legally binding instructions as…

Steve Wildes

Living Estate Planning

08 Feb 2018

Same Sex Marriage – have you updated your will?

If couple have now been married or planning their marriage, then they also need to plan to update their wills…

Steve Wildes

Strategic Financial Advice

16 Nov 2017

Who’ll inherit your family heirlooms, if not your kids?

If you’re a baby boomer, you may be considering passing down some of your treasured possessions to your children or…

Darren Foster

Living Estate Planning

20 Sep 2017

Asset Ownership – it pays to get it right!

When we buy property or other assets we generally give little or no thought to the legal ownership of that…

Steve Wildes

Living Estate Planning

31 Aug 2017

Death and small business CGT concessions

When a person dies, their assets are transferred to their legal personal representative (LPR) or are acquired by a surviving…

Steve Wildes

Living Estate Planning

23 Aug 2017

Property Inheritance – CGT & Property Sales

In my previous article I mentioned that if you inherit a dwelling and later sell or otherwise dispose of it,…

Steve Wildes

Living Estate Planning

31 Jul 2017

Property Inheritance – CGT Implications

Since the introduction of capital gains tax in September 1985 if you inherit a dwelling or other property and later…

Steve Wildes

Living Estate Planning

13 Jun 2017

Deceased estate checklist

This checklist will help you manage the Australian tax affairs of someone who has died. If the deceased person's tax affairs…

Steve Wildes

Living Estate Planning

18 May 2017

Estate Planning & Land Tax

Deceased estates and Stamp duty – the transfer of property in accordance with the terms of a will or codicil…

Steve Wildes