LGen Estate Planning Solutions in Sydney, Australia | Financial service

LGen Estate Planning Solutions

Locality: Sydney, Australia

Phone: +61 1300 390 699

Address: 5 Martin Place 2000 Sydney, NSW, Australia

Website: https://estateplanning.family

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25.01.2022 Why you need a moat around your castle. Read more

24.01.2022 How to choose and executor for your Estate Plan? Read more

23.01.2022 When not to use a Testamentary Trust. Read more

20.01.2022 Some good news on the economy. Read more below. The chart below is a 2-10 year yield spread of Aust Govt Bonds. It indicates that the yield curve is steepening quickly (similarly in the US). In its simplest terms, it implies investors believe that interest rates will stay low in the short term, but the economy will continue to grow over time, and thus there will be a need to raise interest rates further into the future... rising line = steeper yield curve = better outlook.... It is an extremely positive forward indicator, especially given what looked like doom and gloom in the press last week! Other good news: - UBS upgraded the banks on the ASX200 - UBS, AMP, Corelogic and SQM all admitted their negative forecasts on dwelling price downside was overstated - The Govt initiated stimulus to the housing market, which despite the naysayers, see forward looking investors (like bond traders) react positively. - Iron Ore prices >$US100/t and likely to zoom higher this week after Vale shuts down their mines. Be optimistic.... Chart Source: Bloomberg

19.01.2022 Once you have your comprehensive Estate Plan squared away, its crucial that you compile a list of essential legal and financial documents. Read more https://buff.ly/3fPrVPc

17.01.2022 We make lifestyle and healthcare choices all the time. Choices on medical treatment, where to live and which services best meet our needs. Have you considered what would happen if you were no longer capable of making these choices because of serious illness or incapacitation? Read more https://buff.ly/2zrhocL

16.01.2022 As we near the end of the financial year its time to take stock of your legal and financial needs. Read more for some tips on how to approach this.

14.01.2022 Is it time to create your Estate Plan? Read more

08.01.2022 Deceased Estates and Capital Gains Tax (CGT). Read more

07.01.2022 Do you have a young family? Have you thought about who would take care of them in the event you and your partner are no longer able to? Read more to learn about to gain some peace of mind.

03.01.2022 Legal and financial housekeeping. Read more

03.01.2022 Are you thinking of starting your Estate Plan? Read more on how to get started.

01.01.2022 Australians have some of the highest pet ownership rates in the world. We love our pets but what happens when you're not there to take care of this important member of the family? Read more https://buff.ly/2yzd3Uy