Estate planning ??

Roving-Dutchy · Guru

Estate planning ??

deadlyprincess · Veteran Member

Oh see what I have done, just the bit at the bottom (sponcers) or try this
http://www.superiorinvestments.com.au/Free-Grey-Nomads-Insurance-Check-Up.html

While this is mainly about insurance and financial, he also specialises in the estate side as well which is what we went for.

-- Edited by deadlyprincess on Monday 22nd of October 2012 09:15:27 PM

deadlyprincess · Veteran Member

Spen 1 1/2 hours with this guy today, he showed us how to plan our will so that all kids from blended family are able to be accomodated for after our departure (death).

through setting up a testimant trust. Great program/plan

can't recomend him enough. Spoke tp friends to learn they to had spoken to him and have set it in place 2 years ago.

check it out.

info@greynomadsemployment.com

jimricho · Guru

I don't know why you included question marks in the title to the topic as you've obviously obtained good professional advice and you've done so now rather than leaving it to later.

enjoy your retirement,

Jim

PS: Pardon the digression from the topic but I see you're from Fernvale. I recently stayed overnight in nearby Esk, it's a very pretty part of the world.

-- Edited by jimricho on Tuesday 23rd of October 2012 06:47:48 AM

Gravy · Member

Yes, David is great. He has been looking after us for years. In fact, everyone should have a David.

http://www.superiorinvestments.com.au/Free-Grey-Nomads-Insurance-Check-Up.html

Gray