Wills, Enduring Power of Attorney, and Estate administration are all terms we might not encounter often, so when it comes to estate planning, there may be a bit of learning to do to make the most of your Will and legacy. We sat down with a young mother from Auckland to learn about why she got a Will and how it’s benefited her and her loved ones.

Life might not go to plan sometimes, and that’s why getting a Will is so important! We sat down with a retiree from Whangarei to learn about why she got a Will and how it’s benefited her and her loved ones.

Different people will have different reasons for getting a Will. We sat down with Tony, a young professional from Auckland who experienced health issues, to learn about why they got a Will, but most importantly, what getting a Will did for them.

Already joined the Footprint Financial Wellbeing programme for employees? Awesome! You’ve completed the first step towards supporting the financial wellbeing of your teams. Now it’s time for… Step 2! Which involves engaging employees to make the most of Footprint’s tools that are available (literally) at their fingertips.

There are some myths floating around that might be stopping you from preparing your legacy, so, let's get right down to business and bust them!

With the rising cost of living, conflicts across the world and other significant events that are putting strain on employees, it’s never been more important to set your employees up for success!

As the festive season approaches, the spirit of joy and giving fills the air. However, for many, it can also be a time of increased financial strain, stress and anxiety.

For many charities, bequests and legacies left by donors (gifts left in Wills) provide a significant portion of their funding, and with a wealth transfer estimated in the trillions on the horizon, the potential impact is enormous with charities having a unique opportunity to tap into this potential source of funding.

Creating a Will is an important step in ensuring that your assets and loved ones are taken care of in the event of your passing. However, some people may be hesitant to create a Will due to misconceptions or myths surrounding the process.

Writing and documenting your wishes in a Will is a major life event. But just like other important milestones, your opinions and wishes often change with time and personal growth. As life changes, it is important to review and update your Will to establish that it still reflects your current circumstances and intentions.

In New Zealand we live and breathe ‘Do It Yourself’ (DIY) culture. As a little country at the bottom of the Earth we have always done things differently. Out of necessity we’ve been tinkerers, inventors, and pragmatists. Many of us like to go at it alone, making personal but informed decisions, calling on what we know and learn rather than always relying on ‘experts.’

With so many Kiwis utilising online investment platforms like Flint, many may be reaching the $15,000 threshold without realising the need for a Will.

So, how can New Zealanders navigate economic uncertainty? And on a personal level, what can each of us do to support our personal financial wellbeing? In this article we explore three areas which may contribute to your financial peace of mind.

Once you’ve created your Footprint Will the next step is to sign and have it witnessed. Here we give you a step-by-step checklist on how to sign and witness your Footprint online Will.

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.