Wills & Estates | Challenges to Wills
Lawyer, Shane Williams, highlights the importance of seeking legal advice when you are thinking about "leaving someone out" of your will.View VideoThe Purpose of Probate
There is a common misconception that, when someone dies, their Will can be acted on immediately and the assets of the deceased distributed to beneficiaries.Wills & Estates | Testamentary Capacity
Lawyer, Ruby Heath, explains the necessary steps to avoid having your will challenged by obtaining a Testamentary Capacity Certificate.View VideoA Helpful Guide to Testamentary Trusts
Testamentary Trusts are drafted in wills for tax advantages and to protect your assets. Our free guide will help you understand if this is right for you.Harmful Home-Made Wills
Most people mistakenly think that preparing a Will is an easy task. It is important to know that the laws surrounding a valid WillWhat happens if I die without a Will?
The short answer is that the Government makes a Will for you.View VideoCan you leave a gift to charity in your Will?
If a charity has made an impact on your life or the life of someone close to you, you may be looking for a special way to say thank you ...Duties of an Executor or Administrator
Being an Executor or an Administrator of an estate is an important role. Marlee explains the importance of choosing the right person.View VideoCommon Inheritance Mistakes - Part 3
Ice Cream, not Superannuation, may be better for GrandchildrenHow do I get my Will started?
Charlie Robinson, Lawyer, discusses how to start your Will and the process that will be undertaken in your initial meeting.View VideoDistributions to Beneficiaries - When do I receive my Money?
In this video, Marlee Viero explains why there is a delay in distributing funds to beneficiaries from an Estate.View VideoCommon Inheritance Mistakes Part 2
Loans in Wills – including mortgages – can cause serious problems with a Willmaker’s estate.Gift of Property Subject to a MortgageIssues Associated with Home Made Wills
In this video, Shane Williams discusses the problems with home made Wills and the issue with gifting a home with a mortgage.View VideoCan my Will be Contested After I Die?
The short answer, unfortunately, is yes. However, there are steps you can take to reduce the risk of your Will being challenged or contested....What happens if you die without a Will?
Have you ever wondered what happens if you die without leaving a Will?Guide to being an Executor
In this post, we answer some frequently asked questions about the role of an Executor of a Will.Gifts to Children & Avoiding Problems with Your Estate
In this post, we discuss how making a financial gift to help one child can cause problems later on and how to address this in your Estate planningWhat happens to your Digital Assets when you die?
In this post, we explain what happens you your digital assets when you die.Common Inheritance Mistakes – Part 1
In this post, we discuss common inheritance mistakes, particularly those focused on superannuation and how it is treated on the death of the fund memberWhere there's a Will, there's a way!
It is important to review your Will regularly (at least every few years) and particularly if there is a significant change in circumstances.Self-Managed Super Funds & Incapacity – Part One
Most people will suffer mental incapacity before they die. In this post, we discuss the implications of incapacity for people with self managed super fundsSuccessful Will Challenge Allows Purchase of $250,000 Guitar
Successful Wills Challenge Allows Beneficiary to Purchase $250,000 GuitarA Guide to Testamentary Trusts
A testamentary trust trust allows a beneficiary to have the benefit of an asset given to them under a Will without them legally owning it...Binding Death Benefit Nominations vs Reversionary Pensions
This post discusses which prevails where there is a conflict between the Binding Death Benefit Nominations and the Reversionary Pensions in estate planningEnduring Powers of Attorney
In this post, we answer common questions about enduring Powers of Attorney, including what they are, when and why you might need one.
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