In this blog, we debunk some of the most common jargon found in estate planning to help you understand what these terms mean, so you can make better decisions about your estate plan and ensure that your assets and loved ones are protected when the inevitable time comes.

Leaving your estate to your family and friends is the most common way of distributing your assets after you pass. However, in recent years it has become more and more common for individuals to reflect their personal values in their Will and leave their own legacy by gifting parts of their estate to charities.

More often than not, when we’re talking to individuals about writing their Will, the first thing that comes to mind is, “I don’t need one, I don’t have much to leave behind.” While this may seem the case, it’s actually the most common misconception when it comes to protecting your loved ones after you pass.

Your executor has a big workload ahead of them so if there’s anything you can do to help them out, it will surely be appreciated. Lucky you there is! Here’s 5 tips to help set your executor up for success.

The idea of losing a job today, while still nerve-wracking, is much less frightening than it may have been a few years ago. For many, remote, hybrid and flexible work options are increasing and with so many choices, employees aren't as afraid to move on as they used to be when a job no longer serves them.

Wills aren’t just for the old folks with lots of money. If you have $15,000 or more worth of assets you need a Will to ensure your belongings are distributed the way to want them to.

Footprint partnered up with Umbrella Wellbeing to provide practical and research-based guidance about the best aproaches business leaders can take to support wellbeing. Explore 5 key takeaways.

It is widely understood that our most basic needs are intrinsically linked to our wellbeing, including our financial wellbeing. Issues affecting wellbeing, financial or otherwise, don’t just affect the person who is struggling; managers, team members, internal and external customers and others in the organisation are also affected, directly or indirectly.

The last two years have required many businesses to pivot their focus and, where possible, explore the opportunities within the challenges they faced. Where this becomes unbalanced, the data shows a direct impact on a business’ bottom line.

Most company leaders realise the importance of their team’s contribution to business success. While many continually work to ensure the needs of their people are reasonably met, there is further opportunity to provide solutions that specifically respond to the stressors that impact financial wellbeing.

When people are stressed about money, they are more likely to report health concerns, exhibit irritability, anger, and fatigue, and develop unhealthy coping mechanisms like smoking, drinking, drug abuse, and overeating. There is a strong link between financial stress, absenteeism and presenteeism, health issues, and reduced productivity.

As leaders in uncertain times, how can we create a safe working environment for our people while they work through this upheaval? Umbrella shares 5 steps you can take as a leader to support your people.

Your executor is responsible for carrying out your wishes to a T. Understanding what's involved in the role might make you second guess appointing a family member. Learn more about the tasks involved and tips to help you choose yours.

Whether you have a Will or not, just about everybody needs to go through estate administration, and it’s not cheap! Find out how you can reduce costs and leave more behind for those you care about.

Employees’ wellbeing doesn’t just affect them, managers, team members, internal and external customers as well as others in the organisation are also affected. Learn more about the role employers can play in their employee’s financial wellness.

The only thing that is certain is that everything is uncertain. Because these days we never know when or who will have to abide to strict quarinteen or lock down rules we decided to leave the guidelines for helping you get your Will signed and witnessed under level 4 conditions.

During Sorted’s Money Week we answered your top 8 most asked questions busting common myths about Wills and what happens to your stuff when you’re gone.

Thinking about your partner suddenly not being around is scary but the aftermath is scarier. Here are 5 things you can discuss with your SO to make sure you're both prepared for the unexpected.

Many of New Zealand's biggest industries have high fatality rates. Accidents are inevitable but there is a minimum that can be done to protect those who are protecting us. Read more as our CEO Angela Vale speaks to the missing gap in high-risk industries.

Has someone asked you to be the executor of their Will? Before you accept the role there’s a few things you should be aware of… Find out more about what’s involved in being an executor.