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Estate Planning Resources

Explore helpful articles and guides to protect your legacy and provide peace of mind for your loved ones.

Whether you're starting your estate planning journey or looking to refine your strategy, these resources can guide you through the process.

Estate Planning Articles and Guides

6 Documents You Need To Preserve Family Legacy


Learn about the essential documents you need to protect your family’s legacy and ensure your wishes are honoured.

6 Wealth & Success Lessons From The Ultimate Gift


Discover powerful lessons in wealth and success from the inspiring story of 'The Ultimate Gift.'

10 Basic Questions Of Estate Planning


Get answers to the most common estate planning questions to secure your family’s future.

Charitable Gifting Through Community Foundations

Explore how charitable gifting can create lasting impact while providing tax benefits.

Famous Estate Planning Blunders


Learn from the mistakes of others and avoid common pitfalls in your estate planning.

Financial Planning For The Generations


Strategies for building and preserving wealth for future generations.

Intergenerational Transfers: Helping Adult Children


Tips on transferring wealth while maintaining family harmony and financial stability.

Last Will & Testament: Add A Letter Covering These 14 Wishes


Ensure your final wishes are clear and comprehensive with this practical guide.

No-Regrets Lessons From A Man At Death's Door


Gain perspective on life’s priorities from someone who faced the end with clarity.

An Overview Of Asset Transfer Strategies


Understand the best methods for transferring assets to the next generation.

Planning Your Legacy: Where To Start


A step-by-step guide to beginning your legacy planning journey.

Protect Your Assets With A 'Family Bank'


Discover how a 'Family Bank' can safeguard assets and support future generations.

Selling Estate Assets At Auction


Consider the pros and cons of selling estate assets through auction.

6 Tips For Organizing Your Records


Keep your important documents organised and accessible with these practical tips.

Wealthy Kids And The Money Monster


Insights into raising financially responsible children.

When A Bad Executor Ignores Your Will


What to do if your chosen executor doesn’t follow your final wishes.

A Widow's Worst Nightmare


Avoid common estate planning mistakes that can lead to financial hardship for loved ones.

The Woolworth Misfortune: How Not To Provide For Heirs


Learn from one of the most famous estate planning errors in history.

Related Resource Categories

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Retirement Planning Resources

Prepare for a financially stable retirement with expert guidance and insights.

Social Security Planning Resources

Learn how to maximise your Social Security benefits and plan for a secure retirement.

Tax
Resources

Discover practical tax tips and guides to help you save more in retirement.

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