Business Succession, Estate planning, Testamentary trusts, Wills
Estate planning for your related entities
If you have a business, company, family trust or SMSF, estate planning usually includes preparing a written estate plan to help you and your…
Business Succession, Estate planning, Testamentary trusts, Wills
What is estate planning?
Estate planning is about developing a strategy to ensures that your assets are distributed according to your wishes. A comprehensive estate plan will ensure…
Estate planning, Wills
10 reasons why you should make a Will
Your Will gives your family and loved ones certainty about your intentions. It will save them inconvenience and costs at a time when they…
Estate planning, Wills
Estate planning trap no. 2 – home made Wills
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…
Estate disputes, Wills
When is a Will not a Will?
It may sound like a silly question. We all know a Will when we see one. They’re usually of fairly standard appearance – headed…
Estate planning, Wills
What are mirror Wills?
It is common for those in marriages or de facto relationships of long-standing to make Wills that are in very similar terms. Each partner…
Estate planning, Wills
How do you know if a person has capacity to make a Will?
To make a valid Will you (the Testator) must: be at least 18 years of age; understand and approve the nature and effects of…
Estate planning, Wills
How often do I need to update my Will?
You should review your Will when your circumstances change. Consider the following…
Estate planning, Wills
Where should I store my Will?
It is important that you store your Will in a secure place. After your death your Executor will need to file your original Will…
Estate planning, Wills
What is a mutual Will agreement?
What is often referred to as a “mutual Will” is in fact a legally binding agreement between two parties providing that neither party will…
Our plain-English guide Help with the difficult questions so you can stop procrastinating and make your Will has comprehensive and practical guidance to help you get your affairs in order.