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 a recent case a husband and wife were trying to have children by IVF. Five embryos were produced. One of the embryos was successfully implanted and the wife gave birth to a child. The remaining four embryos were frozen. Read more
In 2014 a man took out life insurance. He named his de facto partner as the beneficiary of the policy. In his application he had claimed to be a healthy individual who did not take drugs, and who lead a healthy lifestyle. The policy was for $2,625,000.00. Read more
As our lives increasingly move to “online digital platforms”, it is becoming more important to help your executor access your “digital assets” after you die. Digital assets include social media accounts, shopping accounts, bank or investment account details, entertainment collections, gambling accounts, and the like. Read more
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