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Solution Brief: Super and your estate planning

Solution Brief: Super and your estate planning

by Ico Ho | 6 - Build and protect your wealth (including trusts), 8 - Pass on your wealth (including EP), Solution Brief

It’s official: super isn’t part of your estate.  A recent Federal Court Decision highlights the risk of failing to consider one of your biggest assets – your super – as part of your estate plan. The recent Federal Court Decision in Stock (as Executor of the Will of...
Solution Brief: Company Powers of Attorney

Solution Brief: Company Powers of Attorney

by Ico Ho | 8 - 264, 8 - 265, 8 - 339, 8 - Pass on your wealth (including EP), Solution Brief

How can a company execute a document if some or all of the directors and/or secretary are not available?  There are many occasions where it is not possible for a director, directors, or a company secretary to be available to make decisions or execute documents to...
Solution Brief: ADLV Law Acting as your General/Enduring Attorney

Solution Brief: ADLV Law Acting as your General/Enduring Attorney

by Ico Ho | 8 - 264, 8 - 265, 8 - 339, 8 - Pass on your wealth (including EP), Solution Brief

Sometimes it’s not convenient (or possible) to carry out legal transactions or make financial decisions for yourself.  For example, if you are interstate or overseas, it may not be convenient for you to sign legal documents or complete a legal transaction. If...
Solution Brief: How effective is your Enduring Power of Attorney?

Solution Brief: How effective is your Enduring Power of Attorney?

by Ico Ho | 8 - 264, 8 - 265, 8 - 339, 8 - Pass on your wealth (including EP), Solution Brief

Most people understand the importance of making an Enduring Power of Attorney. If you are not able to make financial decisions for yourself, your Enduring Attorney can step into your shoes and keep things in order on your behalf.  However, not all Enduring Powers of...
Solution Brief: Enduring Powers

Solution Brief: Enduring Powers

by Ico Ho | 8 - 264, 8 - 265, 8 - 339, 8 - Pass on your wealth (including EP), Solution Brief

Take control over who makes decisions on your behalf.  Powers of Attorney A ‘Power of Attorney’ is a legal document which appoints one or more persons to look after your financial affairs on your behalf while you are still alive. This is why it is...
Solution Brief: Enduring Guardian (NSW)

Solution Brief: Enduring Guardian (NSW)

by Ico Ho | 8 - 264, 8 - 265, 8 - 339, 8 - Pass on your wealth (including EP), Solution Brief

Who will make decisions about your health and welfare when you can’t?  Who would you prefer to make decisions about your health and welfare if you become ill and can no longer make those decisions for yourself? A trusted friend or relative, or a government...
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