Rob ShearsJan 31, 20232 minEstate Planning Step 1 - Who is involved?A great place to start with your estate plan is who do you want to benefit and who is going to have power to make decisions. Read more here.
Rob ShearsJan 31, 20232 minEstate Planning Step 2 - What is included?Not all of your assets are covered by your Will. Do you know which ones and do you have a plan in place for the ones not in the Will?
Rob ShearsDec 20, 20223 minIs it time to downsize?From 1 Jan 2023, the downsizer contribution rules have changed. Check out the 5 main rules here...