Will Centrelink view using assets from a deceased estate to pay off a mortgage as a gift?
Question from a Client: “My mother was named as executor of my brother’s Will to dispose of assets as she sees fit. She gifted me a large sum to...
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How to Avoid Estate Litigation
It is likely not a pleasant activity to think about your death or to make plans for how your belongings and assets should be disposed of after you have...
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Cremation and organ donation… does your family know your wishes?
One of the first things an Executor must do after a person dies is to make arrangements for the funeral, burial or cremation of the deceased person’s body. However,...
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Court Authorised Wills
Since 1 March 2008 the Supreme Court has been authorised by sections 18 to 26 inclusive of the Succession Act 2006 to make a Will for a person who...
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The Effect of Relationships on Asset Retention
We all have close relationships with others. It is part of our humanity. Our parents, children, ourselves will marry, divorce, live with, separate, spend time with, people who are...
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Banking inactivity can eliminate an estate
In recent news there was a report of a man aged 88 years who died with an estate worth $2.42 million, accumulated from a frugal existence of saving all...
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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...
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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...
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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...
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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. For example, the Will might be worded: “I give the whole of...
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