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Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

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Finish Well

Finish Well

Legacy Planning: Liquid Wealth

October 25, 2021 Leave a Comment

After your property has been dealt with in your planning you should then consider your other assets. Are you going

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Estate, estate planning, Legacy, legacy planning, multi-generational legacy planning, Will, will-writing

Legacy Planning: Start with Property

October 21, 2021 Leave a Comment

When it comes to legacy planning, especially for later generations, there are a number of things you need to consider. 

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Estate, estate planning, Legacy, legacy planning, multi-generational legacy planning, Will, will-writing

An Introduction to Multi-Generational Legacy Planning

October 18, 2021 Leave a Comment

In the previous blog series, we covered the basics of legacy planning, including a very high-level overview of how wills

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Filed Under: Articles, Enjoy Your Money, Finish Well, Uncategorized Tagged With: Estate, estate planning, Legacy, legacy planning, multi-generational legacy planning, Will, will-writing

Legacy Planning: Get the Basics Right

October 11, 2021 Leave a Comment

The first port of call for getting your wishes enacted after you’ve gone is your will. We’re going to talk

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Estate, estate planning, Fiancial planning, Financial Plan, Legacy, legacy planning, wills

Legacy Planning: What to Consider

October 7, 2021 Leave a Comment

As ever, everything starts with planning, and for now, this means a fairly high-level overview of what you want to

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Estate, estate planning, Financial Plan, Financial Planner, Financial Planning, Legacy, legacy planning, wills

Legacy Planning: Write it Down in Advance

October 4, 2021 Leave a Comment

We all understand that the laws of succession (sounds like the Royal family, which is not really what I’m after

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Estate, estate planning, Financial Plan, Financial Planner, Financial Planning, Legacy, legacy planning, wills

Legacy Planning Basics

September 30, 2021 1 Comment

Continuing the cheery theme of thinking about what happens when we snuff it, we’re going to look at estate planning.

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Estate, estate planning, Legacy, legacy planning, wills

After the Loss of Your Partner: Reassess and Simplify

September 23, 2021 Leave a Comment

Reassess Your Planning When the day-to-day stuff is all working nicely, you will need to think a bit further forward

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Retirement, retirement planning

After the Loss of Your Partner: What to do

September 20, 2021 Leave a Comment

After you lose your partner, there are things you need to think about and do. Here are some things to

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Filed Under: Articles, Enjoy Your Money, Finish Well Tagged With: Financial Planning, Losing a partner, preparing for the loss of a partner, When I Die file, When I Die folder, WID file, WID folder, Will

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