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Who should I name as my Superannuation beneficiary?

Who should I name as my Superannuation beneficiary?

November 17, 2021

As part of our estate planning services, we will talk to you about your superannuation and if you have a binding death benefit nomination in place. Generally, your superannuation does not form part of your estate and is not distributed under your Will. If you do not have a binding death nomination in place upon…

Electronic Witnessing of Wills and Powers of Attorney

Electronic Witnessing of Wills and Powers of Attorney

October 20, 2021

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…

Looking After Vulnerable Beneficiaries- Protective Trusts

Looking After Vulnerable Beneficiaries – Protective Trusts

September 21, 2021

Many clients come to us with questions about how to look after someone with particular needs after their death. This could be an adult child with a disability or an adult child whom you are concerned will simply waste their inheritance. Whilst there are several options for these beneficiaries depending on your circumstances, one of…

Guardianship of your children

September 6, 2021

A guardianship clause in your Will is your opportunity to nominate who will look after and care for your children when you die. The guardianship clause in your Will is an indication of your wishes only and as such is not binding. The person you have appointed as your guardian can be challenged by an…

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Why is the wording in my Will so complex?!

December 5, 2019

I get this question fairly often from slightly baffled and even frustrated clients who have tried to read through their Wills and found they get stuck on some of the wording. After all, they reason, this is my Will, shouldn’t it just say what I want in simple terms?! And I feel for them!  …

a house

Right to Reside v Life Interest

September 17, 2019

When you own a property or part of a property in your own name, your Will controls what happens to that property. We often see clients wishing to provide a loved one (usually a spouse) with the ability to live in that house, and yet still ensuring that the house ultimately ends up with someone…

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When Executors Don’t See Eye to Eye

August 16, 2019

It is not uncommon for Wills to appoint more than one person as Executors- often adult siblings. And unfortunately, it is also not uncommon for siblings to fight. We see this regularly in estates where the siblings are both Executors but can’t agree or communicate on the running of the estate. So, what happens? Initial…

Aged Care, Granny Flats & Estate Planning

July 19, 2019

If you or a parent are entering Aged Care, it can be overwhelming. Quite apart from the emotional upheaval, the financial implications can be complex, and good quality financial advice is a must. But equally important is making sure you review your estate planning at the same time. You need to make sure your Will…

When Is Probate Needed?

July 1, 2019

One of the main questions we get asked by clients is ‘do I need to get Probate?’. The answer is not always a simple yes or no. To determine whether or not probate is needed we need to look at what assets were held by the deceased at the time of their death. Before banks…

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Property Ownership

May 13, 2019

When purchasing a property one of the most important questions you will need to ask yourself and put your mind to is the way you would like to own the property. There are four main forms of ownership. These include sole proprietorship, joint tenants, tenants in common in equal shares and tenants in common in…