Category: Estate Planning
-
Why It’s Important to Have a Will – Vanguard Report
Estate Planning, Financial Planning, May Vanguard, Retirement Planning, Vanguard Insights, Wealth ManagementHaving a legally valid will can go a long way to avoiding disputes over the division of your assets. Learn why it’s important to have a will and how inheritance planning can help you secure your family’s future.
Written by
-
To be or not to be the Executor
Being asked to be an executor of someone’s Will is an honor, but it comes with significant responsibilities. Learn about the duties involved, potential challenges, and when it might be best to decline the role.
Written by
-
Should you consider a testamentary trust?
Worried about your family’s future after you’re gone? A testamentary trust might be the solution. Learn how this estate planning tool can provide tax advantages and protect your assets for your beneficiaries, ensuring your wishes are honored.
Written by
-
An important conversation with your parents (and your kids)
Talking about sensitive topics like finances, estate planning, and aged care with elderly relatives can be difficult. This article provides guidance on how to approach these important conversations, ensuring everyone’s wishes are respected and providing peace of mind for the entire family.
Written by
-
10 tips to prepare for retirement
Looking forward to an enjoyable retirement? Our top 10 tips will help ensure you’re on track. From reviewing your investments to getting your estate in order, this checklist will guide you towards a smooth and stress-free retirement.
Written by
-
3 things you may have forgotten to plan for in retirement
Retirement should be a time to relax and enjoy life, but there are important aspects often overlooked. Learn about re-contribution strategies, death benefit nominations, and having a spending policy in place to ensure a stress-free retirement.
Written by
