Retirement is not Restricted to “ou Balies”

Retirement is not Restricted to “ou Balies”

Mention the word retirement and the mind pictures grey hair, walking sticks, slow ponderous movement and a declining mental agility. But this only applies to that element of society made up of those who have completed their working life. The vast majority of working...
Documenting Information is Critical

Documenting Information is Critical

Jonathan Dunwoody Director, Future Legacy Wills. What happens when the “designated admin” person in your family passes away and you realise that all of the important information about your finances, insurance policy documents, bank account details, access codes to...
8 Essential tips to make Estate Planning Easier

8 Essential tips to make Estate Planning Easier

Estate planning doesn’t need to be overly complicated, yet there are common mistakes we see people make that can have devastating outcomes for those left behind.  Here’s what you need to be aware of. 1. Watch Your Wording A misunderstanding with wording in your will...
Personal and Family Information

Personal and Family Information

 Several years ago, my brother passed away. Although I was not the executor of his estate, I assisted the executor to collate all his personal assets and liabilities. The majority of his documents were held in files and some boxes. My brother had an assurance policy...