Estate Planning
It’s Not Easy Being an Executor: What You Need to Know First
28 August
Being appointed as the executor of an estate is often seen as an honour. It signals trust, responsibility, and recognition from a loved one. However, what many people don’t realise until they’re in the role is just how complex, time-consuming,...[Read More]
How to approach wealth transfer and estate planning: key considerations
11 September
Transferring wealth across generations is about more than just handing down assets—it’s about ensuring your legacy is managed and preserved in a way that reflects your values and intentions. While the process can seem complex, thoughtful...[Read More]
Using a trust in estate planning: a smart move for the future
24 July
Estate planning is more than just drafting a will—it’s about ensuring your assets are protected, your wishes are honoured, and your loved ones are cared for. One of the most effective tools in a comprehensive estate plan is a...[Read More]
10 reasons your family farm needs an insurance broker or adviser to protect your legacy
17 July
Running a family farm, especially one passed down through generations, is more than just a business—it’s your family’s heritage, legacy, and livelihood. Protecting this invaluable asset requires expertise beyond basic insurance...[Read More]