A simple will is economical if it suits your circumstances. [Read more]
A will incorporating a right of residence or life estate can be your answer if you have a blended family. [Read more]
A testamentary trust will can give your family and lineal descendants great tax effectiveness and asset protection and allow you to avoid passing control to any bad money managers among them. [Read more]
A statutory will can allow people with an intellectual disability to have an appropriate will. [Read more]
A special disability trust allows you to provide for care and accommodation for beneficiaries with a disability tax effectively, while preserving their entitlement to benefits. [Read more]
A private family company can solve your business succession problems. [Read more]
A family discretionary trust can give you the tax effectiveness, asset protection and succession planning you need. [Read more]
A self-managed superannuation fund with death benefit nominations allows tax effective saving for your retirement and a tool for estate planning. [Read more]
Severing a joint tenancy can give you more flexibility when it comes to passing on your co-owned real estate assets and prevent your property interests going to the wrong people. [Read more]
A power of attorney is a way to pass control of your financial affairs to the right people if you need to during your lifetime. [Read more]
An appointment of enduring guardians is the way to pass control of your health care and lifestyle decisions to the right people if you need to during your lifetime. [Read more]
A living will or advance care directive lets your family and healthcare professionals know your end-of-life wishes. [Read more]
A life insurance policy can clear your home loan and other debts so that your spouse and children can survive financially in the event of your death or total and permanent disablement. [Read more]
Mutual wills are wills made by spouses or partners at the same time, together with a contract to which they are both parties. [Read More]
Giving away inheritance while you are still alive sometimes (but very rarely) it may be appropriate that you pass your assets (or some of them) to your children while you are still alive. [Read More]
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In 2018 a man died without a will. He had three children. He had separated from his wife eight years prior to his death. Despite separating, the two were not divorced. Not long after the man’s death, his family was shocked to find that their father had a secret lover who they had never met or heard of. She made a claim on their father’s estate. Read more
In a recent case a father had two sons and no other family. The father made a will naming the older son as his executor. The will said that the estate was to be divided equally between the two sons. Read more
If you have a discretionary trust that holds (or may one day hold) real estate, then you need to be aware of a recent change in the law. Read more
As digital assets continue to rise in popularity, the amount of people holding digital assets and dying without either telling others of the assets, or not providing enough information in order to access the assets, is dramatically on the rise Read more