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16Oct
What happens if we die at the same time?
I am often asked the question by clients when taking Will instructions – What happens to my estate if my…
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28Jul
What is a Will?
A Will is a legal document that states what you would like to happen with your money, belongings and other…
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26Nov
Have you updated your Will since separating from your partner?
Have you updated your Will since separating from your partner? Have you updated your Will since separating from your partner?…
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23Jul
I have a Will, But Do I need an Enduring Power of Attorney?
Most people know that they should make a Will but aren’t aware that making an Enduring Power of Attorney is…
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14Apr
My Assets Go To My Husband On My Death, don’t they?
There is a common misconception that if you are married you do not need a Will because your assets will pass to your spouse. Unfortunately, this is not the case for all assets and depends on what assets you have and how the assets are owned.
If you own a house or a unit or land in your own name or jointly with another person as tenants in common (rather than joint tenants) then those assets form part of your Estate and are dealt with by your Will.
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06Apr
In these Complex Times, Will a Simple Will Cut the Mustard?
As our lives get more complex, it’s only common sense that so too will our estate planning. For people who have a business or are in a blended family, experience divorce and the like, will a simple will suffice in 2016? In this interview, George Hatzis, of Hatzis Lawyers discusses what is becoming a very topical issue for many Australians.
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13Jan
Retirement Village Units Tips and Traps
One of the biggest factors to consider when deciding to move into a retirement village unit is the costs of the unit you intend on leasing. You may not be aware that there is more than just an ongoing contribution! There are ongoing costs (which may continue for some time after you vacate or pass away) as well as exit costs.
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04May
The Importance of Strictly Wording Binding Documents
The Importance of Strictly Wording Binding Documents We recently acted in an estates matter where the deceased had nominated his…
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18Jul
Things to keep in mind when planning your estate
Things to keep in mind when planning your estate. As you get older, it is important to begin to plan...0 comments Read more -
17Feb
Planning for the Future of a Disabled Child
Planning for the Future of a Disabled Child. Options for parents or grandparents (or even siblings) with a child with…
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08Jan
The importance of your Will when you have children under 18
The importance of your Will when you have children under 18. A will is extremely important to have in place…
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08Jan
Self-Managed Superannuation Funds – Compliance
Self-Managed Superannuation Funds – Compliance. The Australian Taxation Office (“ATO”) has extremely strict rules for self-managed superannuation funds (“SMSFs”). If…
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31Jul
I do not speak or read English. Can I still make a Will?
I do not speak or read English. Can I still make a Will? A will can be made for non-English…
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31Jul
What is a Testamentary Discretionary Trust?
What is a Testamentary Discretionary Trust? A Testamentary Discretionary Trust is a special form of trust incorporated in your Will….
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31Jul
What is a Statutory Will?
What is a Statutory Will? A statutory will is a will made by the Supreme Court for a person who…
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31Jul
Challenging a Will or Deceased’s Estate
Challenging a Will or Deceased’s Estate Types of Challenges An estate may be challenged on the following: the deceased did…
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31Jul
Not all assets of a deceased person are available for distribution to beneficiaries, why not?
Not all assets of a deceased person are available for distribution to beneficiaries, why not? Jointly owned property Jointly owned…
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31Jul
I have been appointed as an Executor. What do I need to do?
I have been appointed as an Executor. What do I need to do? Executor’s Role An executor is the person…
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26Jul
Who is responsible for funeral expense payment?
Who is responsible for funeral expense payment? It is the executor’s right and responsibility to organise the funeral and funeral…
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