A Case Study for Single Parents by Jacqui Brauman Sara, a single mother working part-time, with her pre-school children both in day care, had a car accident on the way to pick her kids up. She was [...]
New Powers of Attorney by Jacqui Brauman The new Victorian Power of Attorney Act is due to start on 1 September 2015. It doesn't make any changes to the Enduring Power of Attorney (Medical Treatment), but it [...]
Planning your Exit Strategy by Jacqui Brauman Your exit strategy is your succession plan from your small business. For each small business, their succession plan could look different. It could involve, depending on the level of planning: [...]
Small Business Succession Small business succession planning is vital, both to take control of your business' future and to increasing its value. Most importantly, with succession planning, is the contingency plan - so that if something happens [...]
Family Farm Succession Planning by Jacqui Brauman Farmers and primary producers who run livestock or grow crops or use their rural properties to engage in the manufacture of products (such as grape growers and dairy farmers) covers [...]
Family Trust Succession Your family discretionary trust was probably set up by your accountant with the primary purpose being tax and income flexibility. As you age, your priorities will change, and if you are looking at a [...]
What is a trust? by Jacqui Brauman A Trust is an entity created to hold assets for the benefit of certain persons or entities, with a trustee managing the Trust (the legal owner). Most Trusts are founded [...]
Succession of family trusts by Jacqui Brauman So you have been running your business or your property investment portfolio in your family trust. But you're now wanting to retire, or at least know that if you take [...]
Asking “how much does a Will cost?†is a lot like asking “how much does a house cost?â€. There is no simple answer. The cost of a Will is dependant on a number of factors.
There is no obligation to make a Will, but having a Will offers many benefits, both financial and personal. Here are some reasons to have a will.
