Travelling over the holidays? Remember to ensure your Estate Planning documents are in order
Most of us mean to make sure we have wills or that they are updated but as we are all time poor it can be relegated to the bottom of...
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The power of a handwritten note or video recording when drafting a Will
When I'm in the process of drafting a Will, I often suggest that my clients prepare either a letter in their own handwriting that clearly states the reasons or the...
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What happens if my Power of Attorney abuses that power?
A recent case in Wollongong highlighted that there are serious ramifications if a person appointed under a Power of Attorney abuse their power and does not act in the best...
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Inheritance Planning: 10 Things to Consider
Inheritance Planning is more than just having a valid Will in place, it's a tailored plan (estate plan) that takes into consideration your assets, financial standing and personal risks. This...
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The Effect of Relationships on Asset Retention
When we marry, are in a de-facto relationship, or other domestic relationship, including a same sex relationship, those relationships impact on what happens to our assets when we separate or...
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A Will is NOT “One Size Fits All”
When it comes to something as important as your Will, you need to have a Will that is customised and "tailored to fit" you and your individual circumstances. It's often...
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Remember Brett Whiteley? Great artist but a terrible “would-be-lawyer”
After Brett Whiteley and his former wife, Wendy, finalised their long and bitterly contested family law property settlement, Brett decided to try his hand at a “do-it-yourself Will” in order...
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Estate Planning and Enduring Powers of Attorney: what can your attorney really do?
Many Australians operate businesses or hold assets in family discretionary trusts. The trustees of the trust can be individuals or a company. If the trustee is a company, its directors...
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Company Power of Attorney
An article that provides an overview of a Company Power of Attorney (POA). Read this for more information...
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Who is included in a gift to your “children” in your Will?
It is common for parents to make provision for their children in their Wills as a group. Such a gift is known as a “class gift”.... find out more by...
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