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26 10, 2016

Estate planning – the basic essentials

By | 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 | 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 | 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 | 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 [...]

4 02, 2016

Testamentary Trusts: What are they?

By | February 4th, 2016|Financial & Retirement Planning, Legal Services for Asset Protection|0 Comments

Testamentary Trusts: What are they? Sophie Cohen, Legal Practitioner at Prime Financial Group explains what a Testamentary Trust is, and why they should be considered as part of Estate Planning. A testamentary trust is simply a trust established by the terms of your Will upon your death, rather than by a trust deed during your [...]