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Estate Planning

Apt Wealth Partners introduces a comprehensive legal and financial services offering with the launch of Apt Wealth Legal Services

Andrew Dunbar

Feb 03, 2025

Melbourne, Australia – 1 February 2025 – Apt Wealth Partners has today announced a significant expansion of its service offerings with the introduction of Apt Wealth Legal Services. This new…

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How to leave a lasting legacy with a charitable bequest

Andrew Dunbar

Sep 02, 2024

Most of us have a cause or causes that are close to our hearts, but giving a substantial donation during our lifetimes can be challenging as we weigh it up…

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Should you buy property in 2021?

Sarah Gonzales

Aug 03, 2021

As Australia’s economic recovery forges ahead, the Australian property market remains a hot topic. For years we have been hearing that the bubble must burst, yet property prices in most…

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Estate Planning Considerations for US taxpayers

John Versace

Apr 29, 2021

Estate planning is an important part of any financial plan, but when your assets are spread across multiple countries, it can be a little more complex.  Here is our guide…

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Don’t have a will? Here are four reasons you need one.

Andrew Dunbar

Oct 08, 2020

When was the last time you thought about your will? Many of us think about wills when there is a birth, death or marriage in the family, but few of…

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Estate planning and asset protection webinar 31 Jan 2019

Andrew Dunbar

Jan 16, 2019

Join Jacqui Brauman, wills and estate specialist at TBA Law, for an informative webinar outlining the estate planning process, important documents and tips on getting them right. The session will…

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