One of the most important things you have to consider when making a Will is who you would like to act as your executor. You need to be comfortable that the nominated executor will undertake…
When someone dies their will, if they’ve made one, is designed to provide certainty to the deceased’s family about how his or her assets and belongings are to be distributed among them. Unfortunately, in life,…
There’s no escaping it. As an adult, you have certain responsibilities, some of which are by their nature tedious, burdensome, or simply unpleasant. One of these is “putting your affairs in order”. As onerous as…
Eligibility to bring a claim for further provision from an Estate in both NSW and Victoria depends on whether you fall within the definition of “eligible person” contained in the relevant legislation. In Victoria, stepchildren…
This is a very interesting question and one that we have to deal with from time to time in our firm. The question of capacity can arise in all sorts of situations including advanced old…
Several of the superannuation changes announced in the May 2016 Federal Budget are scheduled to take effect in July 2017. The impact these changes will have on estate planning will depend on how assets are…
“Granny Flat” arrangements come in all sorts of shapes and sizes. The traditional notion of an aged parent living in a bungalow in the back yard is only one such scenario. This usually occurs in…
Not providing all the information needed Effective Estate Planning should involve the consideration of all assets under your control. Clients are not always as forthcoming as they should be when giving instructions. Holding back information…
Whether from a Newsagent, on-line or from another source the quality of these Kits varies greatly. Even if you are confident that you have filled it out correctly and followed the instructions for signing and…