A Letter from Your Lawyer (When You Turn 18)
You might not expect to receive a letter from a lawyer at 18, but your parents have asked me to prepare a Will for you now that you are an adult. Here are some clear reasons to get this sorted early.
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Why family conflicts are more common in Estate and Succession Planning than you think
When it comes to managing family wealth, most people assume their family is the exception. But what if conflict arises?
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Electronic versus Wet Ink Signatures in Australia
Clients commonly ask: “Can we sign this document electronically, or do we need a ‘wet ink’ signature?” Here’s what you need to know!
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Testamentary Trusts Explained
A testamentary trust is a type of trust created through a Will. But, how does this estate planning tool work and why should you use one?
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Are your digital assets documented in your Will?
Digital assets have become an essential part modern estate planning. Here’s how to ensure they’re passed on according to your wishes.
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New Probate Filing Fees for Executors in Victoria – Effective 18 November 2024
The Supreme Court of Victoria has announced it will be changing probate filing and letters of administration fees for deceased estates from 18 November 2024.
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Are conditional gifts a good idea?
The classic conditional gift in a Will is a sum of money dependent on the beneficiary reaching an important milestone.
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Passing down family secrets in the digital age: A fun twist on Estate Planning
We recently heard an anecdote about a family matriarch who was the sole custodian of the family’s Christmas pudding recipe.
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R.E.S.P.E.C.T. my final wishes
Recently, you may have heard about a dispute over the estate of Aretha Franklin. In short, Aretha Franklin made two wills.
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Can I leave money to charity in my Will?
The number of clients who leave gifts to charity in their wills is not reflective of their charitable donations during their lifetime.
