R*E*S*P*E*C*T: find out what it means for your Will

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The recent case involving the estate of American soul music legend Aretha Franklin highlights the importance of ensuring all family members–especially the sick and elderly–are aware of the details of their Will, says Australian Unity Trustees’ National Manager of Estate Planning, Anna Hacker. Ms Hacker says too many Australians apply a “set and forget” approach […]

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Game of Thrones finale throws up estate planning challenges

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(Warning – spoilers ahead) While the decision about who will sit on the Iron Throne has been well and truly decided in the Game of Thrones (GOT) finale, the estate planning considerations for the various players in the game are not so clear cut, says Anna Hacker, accredited wills and estate specialist with Australian Unity […]

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June 30 a trigger for giving but it is important to do it right

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The end of financial year contains a tax sting for many and – combined with a desire to give to causes that make a difference to our communities – can be a trigger for philanthropy and charitable giving. Recent ATO statistics confirm that Australia continues to be a charitable nation – with Australians donating $3.5 […]

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Australian Unity Trustees appoints head of partnerships

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Australian Unity Trustees has appointed Sally Fenemor to the newly-created position of head of partnerships.  In the role Ms Fenemor will be responsible for managing Australian Unity Trustees’ relationships with key business partners nationally, and continuing to increase the awareness of the value the business can provide to advisers and their clients, across multiple generations. […]

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Funeral and property disputes impacting women

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There has been an increasing number of disputes following the death of a family member, in large part because people didn’t communicate what they planned to do with their assets as well as what they wanted to happen to their remains, says Anna Hacker, Wills & Estates Accredited Specialist at Australian Unity Trustees. “It’s a […]

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‘Choice’ not ‘balance’ key to women’s security

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International Women’s Day is a timely reminder of the importance of women making choices at all stages of their life to plan for security, with statistics from the Council on the Ageing showing that for many women, homelessness, fear and poverty are what awaits them in their older age, says Emma Sakellaris, executive general manager […]

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Debt ridden estates can cause challenges for executors

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Managing the debts in deceased estates is an increasingly complicated area for executors and family members to deal with, and it is important they are aware of their responsibilities and rights, says Anna Hacker, Wills & Estates Accredited Specialist at Australian Unity Trustees. “In the past, it was fairly common for people, particularly elderly people, to […]

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