Managing your finances can be complex. Here's some things to consider when developing an effective estate plan.
A will is a legal document that sets out who will inherit your estate, how your assets will be shared, and what donations you’d like to make to charities.
Did you know that if you make a gift of money or other assets, your government benefits such as the Age Pension and other Centrelink benefits may be affected?
Receiving an inheritance can be an emotional time, as it generally follows the loss of someone close to you.