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Another cautionary tale from our files: our client’s mother went overseas on a cruise. The Greek Islands. Midway through the cruise, she had a……
This is the tale of a modestly wealthy father, who made what he thought was a loan to his daughter and son-in-law at about……
Your death is an opportunity! You probably don’t see it that way, yet. It’s an opportunity for your children to avail themselves of some big……
Not your marriage! We’re talking about the marriages (actual or de facto) of your children. You’ve worked hard for your wealth. Do you want……
By disinheriting we mean cutting them out altogether or leaving less than an equal share. There may be good reasons for doing so: sometimes……
Can people be trusted to complete their DIY Will-kits correctly, use clear language and sign them properly? In our experience, unfortunately not. Homemade Wills……
Do you really understand your superannuation? I doubt that many of us do. Australians had a combined $3.4 trillion in super in March 2022 and……
When it comes to planning for death, superannuation is commonly misunderstood. Your super is not usually dealt with under your Will, but instead under……
Many Australians were left scratching their heads last week when it was reported that a Victorian Magistrate who, had a brief romance with a……
Superannuation is dealt with under complex rules and is usually not dealt with by a person’s Will, or under intestacy laws (i.e. when a……
Testamentary trusts are a powerful estate planning tool. They will save your family tax after you die, save your inheritance from divorce and bankruptcy……
It may sound like a silly question. We all know a Will when we see one. They’re usually of fairly standard appearance – headed……
Popular Posts
- Estate planning trap no. 7 – failing to make an Enduring Power of AttorneyAnother cautionary tale from our files: our client’s mother went overseas on a cruise. T...
- Estate planning trap no. 3 – disinheriting a family memberBy disinheriting we mean cutting them out altogether or leaving less than an equal share. There may...
- Estate planning trap no. 6 – lending money to childrenThis is the tale of a modestly wealthy father, who made what he thought was a loan to his daughter a...
- Estate planning trap no. 4 – rocky marriagesNot your marriage! We’re talking about the marriages (actual or de facto) of your children. Yo...
