News and Blog2023-11-06T03:40:33+00:00

Five Key Benefits of a strong Family Wealth Protection Plan

Categories: Money, People|

As a  Board-Certified SAPEPAA Adviser, and as EPI-centre’s Chief Strategist, I want to share with you  highlights of  the five key benefits of having a strong and secure Family Wealth Protection plan in place. A well-structured plan can help safeguard your family's assets from potential threats such as litigation, family

The Hidden Perils of Blended Families in Estate Planning: An Australian Perspective

Categories: People|

The concept of “family” has evolved significantly over the decades. Today, blended families - those formed by partners with children from previous relationships - have become commonplace. While they bring the joy of new beginnings, they also introduce complex dynamics, especially when it comes to estate planning. The Complex Landscape

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