Having a valid Will in place means that, if you were to die, your affairs would be in order and your assets would be distributed according to your wishes. But what would happen if, as a result of illness or injury you became unable to manage your own affairs? Or if you went overseas for…
Articles by David Hasib
David is Director of Chan & Naylor Financial Planning and founder of Patron Financial advice.
The nature of retirement is changing and so are the rules. If you want to reduce your working hours or even pay less tax without sacrificing your income, a transition to retirement pension could be the answer. Longer life expectancies mean many Australians are spending more time in retirement than ever before1 – increasing the…
Getting married, even if it’s for the second time, is a happy time but it does present some financial planning challenges. So what are the estate planning implications when getting married for the second time? Second marriages present some complex and contentious estate planning challenges. While many partners in a second marriage want ‘their’ estate…
An enduring power of attorney is an extremely powerful legal document, so it’s not only important to have one but even more important to appoint the right person(s) for the job. An enduring power of attorney allows you to appoint someone you trust to make legal and financial decisions on your behalf and remains in…