Where will your life insurance end up?
More and more of us are turning to life insurance to provide for our loved ones in the event we unexpectedly die or suffer a debilitating condition. Here’s some tricks & traps to look out for in making sure your life insurance delivers the protection to your family that you intended.
What is a ‘Notional Estate’ (NSW)?
In New South Wales, both the Courts and Government have clearly indicated that a person can no longer get around Family Provision rules by moving assets outside their “Actual Estate”.
Your Executors and Trustees
What is the difference between an Executor and a Trustee? What should you consider before appointing someone to these roles?
Ending or revoking a Power of Attorney
If you have given someone a Power of Attorney, there may be many reasons why you might want to end or revoke it. This article gives you tips on how to effectively revoke a Power of Attorney.
We have found Andrew’s presentations invaluable in helping our clients
We have found Andrew’s presentations invaluable in helping our clients protecting their assets, both in their lifetime and leaving the control of assets to the people of their choice upon their death.
Our Top 5 Questions about Probate (in South Australia)
This article outlines the key steps in the process of successfully obtaining a grant of probate of a Will in South Australia.
Mutual Wills
You die, your assets pass to your spouse. Your spouse then dies – and your spouse’s new partner ends up with all your assets. What about your children? They miss out.
Powers of Attorney – Which one do I need?
Your 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. There are several different types of Powers of Attorney, and it is important that you get the right one.
Challenging a Will
In all States in Australia the law provides you with a right to challenge a Will if you believe that you have not been adequately provided for.
How much should I spend on a Will?
It is similar to buying a car – up to a certain price, you get what you pay for. But getting your estate planning done correctly is a little more important than buying a car – you only die once. Here are some things to weigh up when considering your options.