Have You Planned The Succession for Your Family Trust?
If you have a family trust and you haven’t thought about the succession of that trust, or you don’t fully understand what roles you have in the trust and how it works, please read this.
The costs of not having a valid Will
The costs of not having a valid Will by Jacqui Brauman While a lot of people ask how much a Will costs, and I’ve done an article and video on it before, what they don’t often consider [...]
The Sandwich Generation
The Sandwich Generation by Jacqui Brauman Who is the “sandwich generation”? It’s not one particular generation, as such. It’s more of a situation that you find yourself in. At the moment, the baby boomer generation is more [...]
The Truth About Refundable Accomodation Deposits (RADs) or Aged-Care Bonds
The Truth about Refundable Accommodation Deposits (RADs) or Aged-Care Bonds by Jacqui Brauman It’s a difficult time when a parent is ageing, and needs to go into care. Janet recently came to me, not knowing where to [...]
Estate Planning for People with Disability
Estate Planning for People with Disability by Jacqui Brauman International Day of People with Disability is a United Nations sanctioned day that is celebrated internationally on 3 December each year. About 1 in 5 Australians have a [...]
Superannuation Death Benefit Nomination
Superannuation Death Benefit Nomination for Estate Planning Superannuation and Death During your working life you will accumulate superannuation benefits. In simple terms these benefits are held in a Superannuation Fund until your retirement or death. Every superannuation [...]
Crucial Roles in Wills
Crucial Roles in Wills A Will is a written document which declares a person’s testamentary intentions (how you would like your estate to be distributed on your death). For a Will to be valid in Victoria it [...]
Is Estate Planning Just For The Elderly?
Is Estate Planning Just For The Elderly? by Jacqui Brauman Is estate planning just for the elderly? Simple answer: NO. But the problem is that whilst it’s important for everyone, those that are busy never seem to [...]
7 Things to Know About Voluntary Assisted Dying
7 Things to Know About Voluntary Assisted Dying by Jacqui Brauman Victoria was the first state in Australia to introduce a form of voluntary assisted dying, and the legislation begins in 2019. Voluntary assisted dying means having [...]
Duties and Powers of Executors
Duties and powers of executors by Jacqui Brauman An executor is the person appointed in a Will to administer the estate after the Will-maker dies. The executor is also known as the “legal personal representative”, and their [...]