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      Estate Planning

      A living legacy: gifting and giving
      time 4 minute read

      A living legacy: gifting and giving

      As financial advisors, we spend years working closely with clients to help them build a portfolio...
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      Preserving your legacy: strategies for intergenerational wealth transfer
      time 4 minute read

      Preserving your legacy: strategies for intergenerational wealth transfer

      Back in 2021, the Productivity Commission’s inquiry into philanthropy brought to light the...
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      What is included in my estate and what isn't?

      What is included in my estate and what isn't?

      When preparing a Will many people mistakenly believe that everything that they own, or have an...
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      Where there is a Will, there is a relative.
      time 2 minute read

      Where there is a Will, there is a relative.

      Estate planning is more than just having a Will, it is about protecting your wealth and your...
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