Posts Tagged 'estate planning'

Top 8 Forgotten Assets When You Die In Your 30’s

If you are tasked with being the Executor or Administrator of the estate of a lost loved one who left this world too soon, you know that whilst still grieving you must act in an administrative role to close out their affairs. After organising the funeral, the next step is to ascertain the lost loved one’s assets and liabilities.

Typical assets and liabilities may include, for example:

  • real estate
  • mortgages
  • cars
  • personal loans
  • cash
  • bank accounts
  • credit cards
  • furniture and household appliances
  • jewellery
  • shares and other investments
  • business holdings
  • insurance policies
  • superannuation

Determining the Liabilities ...

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Got Crypto Currency? Get a Will.

As 2017 nears an end, there has been one strong theme in the world of financial markets and wealth accumulation: the rise of Bitcoin and crypto currency. Generation Y are fast acquiring crypto currency such as Bitcoin as an investment for the future, with Generation X reluctantly following, both seeing huge profits over a very short period of time. In the history of finance, there has never been anything like it in both terms of the product and the short ...

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