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Wills and estate planning articles

What makes a Will valid in Western Australia?
A Will valid in Western Australia is one that is in writing and signed by you in front of two...
Who should be the trustee of a testamentary trust?
The trustee of a testamentary trust can be your child, another trusted family member, someone independent or a combination of...
Testamentary trusts in WA: how they work and who needs one
A testamentary trust is a trust set out in your Will that stays dormant until you die. In Western Australia...
Cyber security alert: Critical Information for Funds Transfers
Hackers impersonate law firms to redirect payments in legal matters. Before you transfer money, call the recipient and have them...
Estate planning for your related entities
Assets owned by a company, family trust or SMSF you control don’t form part of your estate when you die,...
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...
What happens to your superannuation when you die?
Your superannuation doesn’t automatically form part of your estate when you die, so it usually isn’t dealt with by your...
What is a superannuation proceeds trust?
A superannuation proceeds trust is a type of testamentary trust, set up by your Will, that holds superannuation death benefits...
What is a binding death benefit nomination (BDBN)?
A binding death benefit nomination (BDBN) is a direction to the trustee of your superannuation fund telling them who to...
What happens to your family trust when you die or lose capacity?
Your family trust carries on after you die or lose capacity, because the assets belong to the trust rather than...
How your family trust works and why you have one
A family trust works by separating control of the assets from the right to benefit from them. The trustee is...
10 reasons why you should make a Will
A Will gives your family certainty about your intentions and saves them cost and inconvenience at a time when they’re...