Category Archives: Legal Advice
Fin-fluencer or financial adviser
Kim Kardashian’s fine from the SEC for promoting cryptocurrency without disclosure highlights the risks of following ‘fin-fluencers’. Research shows that professional financial advice significantly improves investment outcomes. Learn why relying on experienced financial planners is crucial for securing your financial future. Continue reading
Posted in Consumer Behavior, Economic Insights, Financial Literacy, Financial Planning, Financial Wellness, Investment Strartegies, Legal Advice, Personal Finance
Tagged Cryptocurrency, DIY Investing, Financial Goals, Financial Markets, Financial Peace of Mind, Financial Planning, Finfluencers, Investment Advice, Kim Kardashian, Long-term Strategy, Professional Advice, Queensland University of Technology, Risk Management, SEC, Vanguard Investments
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To be or not to be the Executor
Being asked to be an executor of someone’s Will is an honor, but it comes with significant responsibilities. Learn about the duties involved, potential challenges, and when it might be best to decline the role. Continue reading
Posted in Elder Care, Estate Planning, Family Law, Financial Planning, Legal Advice
Tagged Asset Distribution, Beneficiaries, Estate Management, Estate Planning, Executor Responsibilities, Funeral Arrangements, Legal Advice, Legal Duties, Probate, Tax Returns, Trustee Companies, Will Executor
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Should you consider a testamentary trust?
Worried about your family’s future after you’re gone? A testamentary trust might be the solution. Learn how this estate planning tool can provide tax advantages and protect your assets for your beneficiaries, ensuring your wishes are honored. Continue reading
Posted in Estate Planning, Family Law, Financial Planning, Legal Advice, Trusts
Tagged Asset Protection, Beneficiaries, estamentary Trust, Estate Planning, Financial Planning, Inheritance Management, Legal Advice, Tax Advantages, Trusts, Will and Testament
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Avoiding an inheritance headache
This article follows the journey of a grieving daughter, Judy, as she navigates the complex process of sorting out her mother’s estate and utilizing her substantial inheritance. From legal requirements to financial planning, discover how Judy manages to turn a challenging situation into a pathway to future security. Continue reading
Posted in Estate Planning, Financial Planning, Legal Advice, Personal Finance, Support Services, Tax Strategies
Tagged Asset Management, Capital Gains Tax, Estate Planning, Family Home, Financial Advice, Financial Planning, Grieving Process, Inheritance, Investment strategy, Legal Advice, Personal Finance, Superannuation, Tax Implications
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