Electronic Witnessing of Wills and Powers of Attorney

Electronic Witnessing of Wills and Powers of Attorney

Last year was a difficult year for Wills & Estates lawyers. When COVID-19 hit, lawyers had to work from home and could no longer have face-to-face meetings with their clients. A big problem quickly arose, how could our clients sign their Wills in front of two witnesses when they were unable to leave their homes…

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Free Seminar for Financial Planners:

5 September 2018!

Free Seminar for Financial Planners 5 Sept 2018

If you’re a Financial Planner, you’re invited to a free seminar! Join us on 5 September 2018 for lunch and to hear Jessica Amberley discuss topics like: Click to view flyer Testamentary Trusts and Asset Protection – Bloodline and 3G trusts – How good is the protection? – Additional strategies   Tricky Gifts – Overseas…

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Advance Care Directives – Part 3 – Values Directives

Advance Care Directives - Part 3 - Values Directives

In an Advance Care Directive, you are able to include Values Directives and Instructional Directives to provide your Medical Treatment Decision Maker with guidelines on what you would like to happen should you lose capacity and are unable to make medical decisions on your own. A Values Directive is a statement of your values and…

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Advance Care Directive – Part 1

Advance Care Directive – Part 1

We often mention Appointment of Medical Treatment Decision Maker documents in our Estate Planning discussions. The Appointment of Medical Treatment Decision Maker (AMTDM) is the document under which you can appoint a person to make medical decisions on your behalf when you no longer have the capacity to make those decisions on your own. An…

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What is a Discretionary Testamentary Trust (DTT)?

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In essence, a DTT is a structure that can be put in your Will that can save your beneficiaries from paying unnecessary tax, and may offer other protections to your beneficiaries as well. Under a Will with no DTT, everything passes directly to your beneficiary – let’s say your spouse. In simplistic terms, your spouse…

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Upcoming changes to Medical Powers of Attorney

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Currently there are two Enduring Powers of Attorney in Victoria: An “Enduring Power of Attorney”, which allows you to appoint one or more people to make financial and personal matters on your behalf. The scope of this document is quite broad. An “Enduring Power of Attorney (Medical Treatment)”, which allows you to appoint one person…

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