Legal Services for Asset Protection

24 11, 2017

When No Estate Plan = A New Estate Plan In The Football State*

By | 2017-11-24T11:41:49+00:00 November 24th, 2017|Legal Services for Asset Protection, Life Events, Useful Articles|0 Comments

  For those of you who have attended one of our estate planning seminars, you may remember our contention that “no estate plan equals an estate plan”. In other words, even if a person dies without a will, the law says that their assets will be distributed to their family, as determined by a set [...]

26 10, 2016

Estate planning – the basic essentials

By | 2017-06-16T15:16:16+00:00 October 26th, 2016|Legal Services for Asset Protection, Life Events, Uncategorized, Useful Articles|0 Comments

Estate planning – the basic essentials It is generally believed that death is final. However, a grieving family knows only too well that the death of a loved one can trigger events that may drag on for years afterwards, especially when it comes to sorting out the estate of the deceased person. Outlined below are [...]

12 05, 2016

Review Will – What Life Events trigger the need for a review?

By | 2017-06-16T15:16:22+00:00 May 12th, 2016|Asset Protection incl. Legal Services, Business Owners, Financial & Retirement Planning, Legal Services for Asset Protection, Life Events, Life Insurance, Professional Executives, Retirees, Superannuation incl. SMSF|0 Comments

Review Will - What Life Events trigger the need for a review?   Sophie Cohen, Legal Practitioner at Prime Financial Group discusses the life events that triggers the need to review your Will. If you or your family have experienced a major life event, you need to update your will. We recommend you should review [...]

23 03, 2016

Preparing a Will: What to consider?

By | 2017-06-16T15:16:23+00:00 March 23rd, 2016|Business Owners, Financial & Retirement Planning, Legal Services for Asset Protection, Life Events, Professional Executives|0 Comments

Preparing a Will: What to consider?   Sophie Cohen, Legal Practitioner at Prime Financial Group explains some of the key considerations when making a Will?   Who are the beneficiaries that you wish to benefit from your estate when you die? Who is to be your executor? How are your assets owned? Should you nominate [...]

9 03, 2016

Power of Attorney: What is it?

By | 2017-06-16T15:16:24+00:00 March 9th, 2016|Asset Protection incl. Legal Services, Business Owners, Financial & Retirement Planning, Investment Advice, Legal Services for Asset Protection, Life Events, Professional Executives|0 Comments

  Power of Attorney: What is it?   Sophie Cohen, Legal Practitioner at Prime Financial Group explains what a Power of Attorney is, and why it is an important consideration when it comes to Estate Planning.     WATCH the Video below to LEARN MORE:   Power of Attorney: What is it? from Prime Financial [...]