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Estate planning

Blog

Category: Estate planning

What is estate planning?
Estate planning is a strategy for how your assets pass when you die or lose capacity. It's broader than a...
Estate planning trap no. 7 – failing to make an Enduring Power of Attorney
An Enduring Power of Attorney, or EPOA, lets you appoint someone you trust to make financial and property decisions for...
Estate planning trap no. 6 – lending money to children
Money handed to a child is presumed to be a gift unless you can prove otherwise. If you want it...
Estate planning trap no. 5 – the taxman
Your death is an opportunity. You probably don’t see it that way yet. It’s an opportunity for your children to...
Estate planning trap no. 4 – rocky marriages
Not your marriage. We’re talking about the marriages, actual or de facto, of your children. You’ve worked hard for your...
Estate planning trap no. 3 – disinheriting a family member
You can leave someone out of your Will in Western Australia, but you can’t stop them challenging it. The family...
Estate planning trap no. 2 – home made Wills
A home made Will is valid if it is signed and witnessed correctly and its meaning is clear. The trouble...
Estate planning trap no. 1 – superannuation
Do you really understand your superannuation? I doubt many of us do. Your superannuation usually isn’t part of your estate,...
Can you act as the executor of my Will?
Our fees for administering an estate are not calculated as a percentage of your estate. Instead, they are based on...
What assets can’t be dealt with in your Will?
Some property you may regard as your own may not form part of your estate upon your death and is...