Loan arrangements between family members and why evidence of intention is so important

by ADLV Law Team | 8 - 61, 8 - Pass on your wealth (including EP)

People can be unpleasantly surprised when loan arrangements between family members, particularly between parent and child, are not enforceable at law.  If you are lending money to your children (and who isn’t in this property market), there are no shortcuts, and you...

EP FAQ Part 6: Superannuation

by ADLV Law Team | 6 - 287, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - 267, 8 - Pass on your wealth (including EP)

We have said several times that super is not part of your estate – so you may be wondering why on earth superannuation is featuring as part of our EP FAQ series. There’s only one thing to do if you’re curious – read on! Why do I need to think...

EP FAQ Part 4: Financial Decision Making and Medical & Lifestyle Decision Making

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

Now that we have addressed estate planning basics and Wills in the earlier parts of our EP FAQ series, what about addressing decision-making when you no longer have the ‘capacity’ to make decisions for yourself? Read on to learn more about critical and...

EP FAQ Part 3: Challenges to a Will

by ADLV Law Team | 8 - 264, 8 - 266, 8 - Pass on your wealth (including EP)

In Part 3 of our EP FAQ series, we explore some common questions we get asked about Wills and estate challenges. If this is something you have been wondering about, read on! When can a Will be challenged? A Will can be challenged when there are doubts about its...

EP FAQ Part 2: Wills

by ADLV Law Team | 8 - 264, 8 - Pass on your wealth (including EP)

In Part 2 of our EP FAQ series, we address some frequently asked questions we get asked about the best-known estate planning documents of them all – Wills! What is a Will? Your Will is a legal document with instructions for who you want to inherit your estate,...

EP FAQ Part 1: What is estate planning and what do you need to consider?

by ADLV Law Team | 8 - 264, 8 - 265, 8 - 267, 8 - 339, 8 - Pass on your wealth (including EP)

Welcome to our EP FAQ series, where we’ve gathered up some of our most frequently asked questions (and answers!) about estate planning. This series is perfect for anybody thinking about completing their estate planning documents for the first time or individuals...