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Estate Planning

The Bank of Mum and Dad: lending money to family while protecting your legacy

Dermot Reiter

Jul 10, 2025

With property prices soaring, the notion of home ownership is fast slipping from the grasp of young Australians. Where are they turning? The trusty ‘Bank of Mum and Dad’. It’s…

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The role of legal advice in financial planning

Dermot Reiter

Jun 24, 2025

Financial planning is about more than just numbers. It’s about living your best life and bringing your vision for the future to life. Integrating legal advice into the planning process…

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Family Trusts and Disputes: Protecting Your Legacy

Dermot Reiter

Mar 21, 2025

The recent high-profile case involving the Murdoch family trust in the US is a stark reminder of the potential for family trust disputes to escalate dramatically. While the Murdoch case…

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Avoiding common estate planning pitfalls

Jay

Mar 12, 2025

Estate planning is a crucial but often overlooked element of financial well-being. It’s about ensuring that your assets and loved ones are taken care of according to your wishes after…

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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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