Category: Estate Planning

The Importance of an Enduring Power of Attorney


By Greg Major, Director My 19 year-old son is currently on a nice one-semester exchange in Toronto, Canada, studying at the University of Western Ontario. As a good financial advisor, I took the trouble to ensure that before he left, he prepared an Enduring Power of Attorney, so that whilst he was away, I could […]

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Top 4 myths of estate planning

In this world nothing is certain but death and taxes. (Benjamin Franklin) However, 45% of Australians do not have a valid will.* While not always easy to talk about, estate planning is a critical part of any financial plan. Jason Laming, Blueprint Wealth financial advisor, shares the top four estate planning myths he comes across. […]

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Placing your family wealth in trust

Family watching sunset on hill.

By Dee Chan, Financial Advisor The basic function of a trust is to separate control and ownership. The result of using a trust is that assets are protected and profits are distributed in the most tax-effective way. There is no ‘one-size-fits-all’ type of trust. The trust you use depends on many factors, such as the […]

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Helping Elderly Parents with Finances: an important conversation

Older couple sitting in front of computer together.

By Dee Chan, Financial Advisor None of us likes to consider our own mortality. For our older loved ones, it’s an even more confronting topic and difficult to discuss. When Lindsay became ill, his family’s priority was to support him through his treatment, and keep him positive and as comfortable as possible. Typical of his […]

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What happens to your estate if you die without a will?

By Jason Laming, Financial Advisor In Australia everyone has an Estate Plan already, a will of sorts, whether you have written one down or not. The rules that govern this are called Intestacy Laws and they determine how your estate is split up if you don’t have a valid will in place when you die. […]

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Protecting your assets from marital breakdown – estate planning

By David Baruffi, Financial Advisor One of the most pressing concerns in Estate Planning is protecting assets from marital breakdown. However even though the Family Court has the ability to ignore certain sham structures designed to deprive litigants of their rightful claims on assets there are means by which you can offer some protection of […]

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What to do when you come into money

Whether you’re faced with an inheritance, redundancy package or winning lottery ticket, it’s wise to consider your financial situation and future goals. For most of us, a financial windfall isn’t something that comes around very often. And while the extra cash is welcome, money matters may be the last thing on your mind if you’re […]

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5 tips for effective estate planning

By Casey Shaw, Financial Advisor Everyone has heard a horror story about an estate being contested; an ex-spouse appearing back on the scene, a child from a previous relationship etc. The most common thing with all these stories though is the deceased never would have expected a challenge. There are many aspects to a good […]

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Protecting your family from an inheritance nightmare

By Greg Major*, BA (AsSt) BE (Hons) MBA, GAICD FFIN FAIM, Director, Blueprint Wealth Estate planning is a topic that many people would rather not talk about too often, but it’s an important part of the entire financial planning process for anyone with responsibilities, whether they are family or business responsibilities. With one in three […]

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