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Navigating the future: key changes in South Australia’s Succession Act 2023

Navigating the future: key changes in South Australia’s Succession Act 2023

by ADLV Law Team | 8 - Pass on your wealth (including EP), 9 - Deal with a deceased estate (Administration), Uncategorized

Does your Will need an update following the changes to the Succession Act 2023 (South Australia) commenced operation in South Australia on 1 January 2025?

Estate planning considerations if your Christmas went pear-shaped

Estate planning considerations if your Christmas went pear-shaped

by ADLV Law Team | 8 - Pass on your wealth (including EP)

Christmas isn’t always a time of joy for families.  Sometimes, along with all the dishes, you are left with a family fallout that takes you back to the proverbial drawing board where estate planning is concerned.  Here’s a look at how a difficult Christmas...
A Christmas story: planning for the future while you deck the halls

A Christmas story: planning for the future while you deck the halls

by ADLV Law Team | 8 - Pass on your wealth (including EP), Uncategorized

Christmas is a time for joy, family and reflection. But amidst the festivities, it’s also an excellent opportunity to consider your estate planning.  While it might seem unusual to bring up estate planning during the holidays, Christmas presents a rare chance to start these important conversations. 

Should trust succession be part of my Will?

Should trust succession be part of my Will?

by ADLV Law Team | 6 - 288, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP)

Discretionary or family trusts are often used by Australian family business owners seeking to separate business risk from their personal wealth.  When the controller of the trust dies, the assets in the trust are not dealt with as part of their Will.  What happens to...

Estate Planning: Superannuation

by ADLV Law Team | 6 - 287, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP), VideoPosts

Join our team as we answer your FAQs about superannuation. If you want to read a written version of these FAQs, click here.  To watch the rest of our Estate Planning series: The Importance of Estate Planning Wills Challenges to a Will Financial Decision Making and...

Estate Planning: Financial Decision Making and Medical & Lifestyle Decision Making

by ADLV Law Team | 8 - 265, 8 - Pass on your wealth (including EP), VideoPosts

Join our team as we answer your FAQs about financial decision making and medical & lifestyle decision making. If you want to read a written version of these FAQs, click here.    To watch the rest of our Estate Planning series: The Importance of Estate Planning...
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