A simple will is cost-effective if it suits your circumstances. [Read more]
A will incorporating a right of residence or life estate can be your solution if you have a blended family. [Read more]
A testamentary trust will potentially give your family and lineal descendants great tax effectiveness and asset protection. They can also 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 potentially solve your business succession issues. [Read more]
A family discretionary trust can provide 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 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 total and permanent disablement, or your death. [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 during your lifetime, it sometimes (but very rarely) may be appropriate to pass your assets (or a portion of your assets) to your children. [Read More]
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Your will sets out how your assets are to be distributed after you die. How much each beneficiary receives normally cannot be changed. One exception is if the court is persuaded that a wise and just will maker would have done otherwise. Read more
When you pass away, the person given the responsibility to dispose of your body is the executor under your will. If there is no will, the person with the right to apply for administration of your estate, such as the spouse or next of kin, will have this responsibility. This is in addition to balancing any practical, cultural, and religious factors. Read more
You cannot sign a will if you do not understand what you are doing. In legal terms if you “lack capacity”. Read more
In a recent case, a husband and a wife had been married for nearly thirty years with four children. The husband owned a panel beating business and a range of commercial interests including the operation of tow trucks and considerable property holdings, all of which made him wealthy. The man died. His will left the entire $22 million estate to one of his sons. Nothing was left to his wife or other children. The beneficiary son obtained probate. Read more