Estate Planning Archives | Accounting and Financial Planning Gold Coast

Estate Planning, Financial Planning

Preparing the Next Generation: Why Wealth Transfer Requires More Than a Will

Transferring wealth is one of the most significant and sensitive moves a family can make. But here’s the truth most financial plans don’t address: the hardest part isn’t distributing the money. It’s preparing the people. At Cambio Group Financial Planning, we’ve seen first-hand how wealth, when passed on without preparation, can cause confusion, conflict, and […]

Estate Planning

Estate Planning 101: The Top Dos and Don’ts

It’s important to have an estate plan. While it can be daunting to think about, if you do not plan your estate, many things could go wrong with your assets, including additional taxes. You want to make sure the assets you’ve worked so hard to accumulate during your lifetime go to the people or organisations […]