Resources

To Trust or Not to Trust
A practical guide on family trusts
Trusts are becoming an increasingly popular way of protecting property.  Managing assets and safeguarding your family's wealth.
To Trust or Not to Trust has information on:
Establishing a family trust
Protection given by a family trust
Transferring assets
Completing your estate plan
Family trust administration
What will a family trust cost?
To receive one of our "Trust Booklets" please contact us.  This publication is free to our clients.
Newsletters
Trust Booklet
First Home Buyers Booklet
Time Well Spent
A practical guide for buying and selling your home
Buying and selling a home can be exciting, but the process can be complicated.  Do take the time to talk with us in addition to your real estate agent and bank before you begin the process of buying a new home or selling your existing property.
Our guide includes helpful information including:
Step by step explanations of the process
Countdown lists
Useful checklist
If you would like to receive one of our Time Well Spent booklets, please contact us. This publication is free to our clients.

Trust Booklet - To Trust or Not to Trust


A practical guide on family trusts


Trusts are becoming an increasingly popular way of protecting property.  Managing assets and safeguarding your family's wealth.

 

To Trust or Not to Trust has information on:

  • Establishing a family trust

  • Protection given by a family trust

  • Transferring assets

  • Completing your estate plan

  • Family trust administration

  • What will a family trust cost?

 

View booklet contents here


To receive one please contact us.  This publication is free to our clients.

 


First Home Buyers Booklet - Time Well Spent
 

A practical guide for buying and selling your home


Buying and selling a home can be exciting, but the process can be complicated.  Do take the time to talk with us in addition to your real estate agent and bank before you begin the process of buying a new home or selling your existing property.

Time Well Spent includes helpful information including:

  • Step by step explanations of the process

  • Countdown lists

  • Useful checklist

 

View booklet contents here


To receive one please contact us.  This publication is free to our clients 


 

Estate Booklet - The Closing Chapter
 

A practical guide to help deal with the death and estate of close family or friends.

 

When someone close to you dies, whether family or a close friend, it's a time of shock and dealing with the unexpected, as well as your own feelings of grief and loss.

 

The Closing Chapter provides helpful information on:

  • Doing some pre-planning or organising a funeral of a family member or close friend

  • Focuses on what happens with the Will and the estate

 

  • Information for executors, trustees and beneficiaries

  • Claims against as estate

 

  • Dealing with small estates and what happens when there is no Will

 

  • Provides a checklist of what to bring to the first appointment with the estate's lawyer

 

  • Step-step guide on clearing up the estate

 

  • The Closing Chapter is designed for readers to 'dip into' and not necessarily for you to read cover-to-cover

 

View booklet contents here

 

 

To receive one please contact us.   This publication is free to our clients