Solution Brief: Why you need to think about Estate Planning
Your Estate Planning is not something to be taken lightly. Take a few minutes out to ask yourself the following important questions: Do you want to choose who benefits from your wealth, and when? Do you want to protect the wealth you give your children from unjust claims? Do you want to make sure your […]
Solution Brief: Four Key Things to Consider Before You Start Your Estate Planning
Estate planning basically involves working out what you have, deciding where you would like it to go, and then choosing people to make that happen.
Can I leave my holiday house to future generations?
It is nice to imagine that your family will continue to enjoy your holiday home after you have gone so, how can you make sure this is a reality?
What happens if the executor of a Will is unable or unwilling to act?
If the executor of a Will has died, lost capacity or is unwilling to act, what steps can you take to get the administration of the estate moving?
So, you’ve warned me about Will Kits. What about online Wills?
The resources on the internet are often fantastic but they are not fool proof. If you are considering using a Will template downloaded from an unknown document provider, think twice and then call us.
I am a beneficiary under a Will. What can I expect?
After the death of a family member, it usually takes a bit longer than a beneficiary would like to receive their inheritance under a Will. Why is this and what can you do about it? On the death of the Will maker, the person appointed as the executor of their Will becomes responsible for ensuring […]
Can my stepchildren challenge my Will?
In all states and territories of Australia, stepchildren either have an explicit or conditional right to challenge their stepparent’s Will. If you think there is a risk that your stepchild(ren) may make a family provision claim, this blog will answer some of your questions.
Can a PAF acquire an asset from a founder or other related party?
In summary, a PAF can acquire an asset from the founder (or associate). However, the transaction must be consistent with the PAF’s Investment Strategy and entered into (and maintained) on an arm’s length commercial basis.
How to make a legally valid Advance Care Directive (SA)
No one likes to think about getting sick or injured, but it’s important to be prepared for the unexpected. That’s why having a legally valid Advance Care Directive (ACD) in place is a smart move.
Help! I am the Executor of a Will
When someone dies there are things that must be done immediately and things that may take 12 or more months to action and resolve. Who does these ‘things’ and what are they? In many cases it is the executor of the deceased’s Will who must act. Usually, the executor is a family member or members, a friend, a professional or a combination of the above. The Will maker has chosen you because you have the skills and experience to occupy that role, have a vested interest in administering the estate or you are a trusted relative or friend.