fbpx

Estate Planning Blog

[All the estate planning info you never knew you wanted!]

Navigating Estate Planning for Small Business Owners

Navigating Estate Planning for Small Business Owners As a small business owner, your business is a product of your hard work, dedication, and vision. But what happens to it when you’re no longer able to manage it due to incapacity or death? Estate planning for small business owners involves more…

The Importance of Reviewing Your Estate Plan After Major Life Events

The Importance of Reviewing Your Estate Plan After Major Life Events An estate plan is not something you can set and forget. Life changes constantly, and as it does, your estate plan must evolve to reflect those changes. Major life events such as marriage, divorce, the birth of a child,…

Planning for Pets in Your Will: Ensuring Your Pets Are Cared For

Planning for Pets in Your Will: Ensuring Your Pets Are Cared For For many people, pets are considered cherished family members. They offer unconditional love, companionship, and joy, often for years on end. However, one question that many pet owners overlook in their estate planning is: What happens to your…

Ethical Estate Planning: Passing on Values, Not Just Assets

Ethical Estate Planning: Passing on Values, Not Just Assets When we think of estate planning, we often focus on the distribution of physical assets—money, property, heirlooms. But there’s another form of inheritance that is equally, if not more, valuable: the passing down of personal values, life lessons, and meaningful philosophies.Ethical…

The Role of an Executor: What You Need to Know Before Appointing One

The Role of an Executor: What You Need to Know Before Appointing One One of the most important decisions you’ll make in your estate planning process is choosing an executor for your Will. This person will carry out your final wishes, ensuring that your estate is distributed according to your…

The Importance of Backup Guardians in Your Will [protect your kids’ future!]

The Importance of Backup Guardians in Your Will [protect your kids’ future!] One of the biggest decisions parents face in estate planning is naming a guardian for their children.  The guardian is a critical role – they step in as a pseudo-parent with the power and responsibility to make long-term…

Planning for Your Own Funeral: Steps to Take for Peace of Mind

Planning for Your Own Funeral: Steps to Take for Peace of Mind Have you thought about your own funeral? What kind of funeral would you like? Do you want a formal funeral? A fun celebration of life? Do you care about the food or music or photos? The ceremony or…

Protecting Your Cherished Items: How To Ensure They Go to the Right People

Protecting Your Cherished Items: How To Ensure They Go to the Right People Our cherished items carry immense sentimental value.  Often they’ve been passed down through generations as symbols of family history and legacy.  Whether it's a piece of jewellery, a vintage watch, or an antique piece of furniture, these…

Why estate planning is an investment. Understanding the true value of getting it right.

Why estate planning is an investment. Understanding the true value of getting it right. If you’re considering estate planning, you might be wondering why it seems expensive—especially when you compare different options or consider engaging an estate planning lawyer. It’s completely natural to question the cost of something so important,…

Common Myths About Powers of Attorney

Common Myths About Powers of Attorney An Enduring Power of Attorney is a critical document in your estate plan, yet there are many misconceptions about how it works and what it can achieve. From confusion about when an Enduring Power of Attorney (EPA) kicks in, to misunderstandings about Advance Health…
1 2 3 … 6
SWE circle

All information on our website (including digital resources such as e-books and blog posts) is general information only and not legal advice.  While efforts are made to keep information up-to-date, no guarantee is given in this respect. You must not act on or make any decision based on information on our website without formal legal advice or satisfying yourself as to the truth and accuracy of that information.

[The boring bits] By using our website you agree to our Terms and Conditions, and Privacy Policy

Liability limited by a Scheme approved under professional standards legislation. © Sun Wills & Estates Pty Ltd.

Hey legend! Sign up to our email community to receive our Legacy Legend monthly newsletter (unsubscribe any time). We talk about estate and death planning, legacy, and living life well.