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WILLS & ESTATES

Superannuation – important and often overlooked

Superannuation – important and often overlooked

As we have previously discussed, estate planning is the process of digging down into your family, your assets, and your liabilities to ensure that there is a smooth transition of your wealth to your beneficiaries in a manner which reflects your wishes. While most...

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Property ownership in estate planning

Property ownership in estate planning

Do you own your property as joint tenants or as tenants in common?  Depending on the answer to this question, the way your property is dealt with in your Will could be very different. Where two or more people own a property together, it will be generally held in...

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The missing Aston Martin – gifts in Wills

We all have objects of sentimental value which we may want to leave to a loved one when we die.  It would be a family heirloom, a piece of jewellery or maybe even that luxury car that you own.  In your Will you can choose to make a specific “devise” of this property...

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New Year, New You…or maybe a new Will?

2022 has come to an end and slowly the dust from the holiday wears off and we are back to normality and ready to face 2023. Did you make any resolutions for 2023?  Maybe a family holiday, a new home or maybe a new job?  Whatever they may be, we wish you every success...

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Your Estate Planning To-Do List (Step 5 – Review)

As previously discussed, an estate plan is more than just a Will.  Over the last few weeks we have taken you through Steps 1 – 4 of our estate planning ‘to-do’ list which involved: Gathering Information; Seeking Advice; Making Decisions and Drafting Documents; and...

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Your Estate Planning To-Do List (Step 2 – Seeking Advice)

Over our last article and over the coming weeks, we will take you through the 5 steps of our Estate Planning ‘To-Do List’ so that we can ensure that you have considered every aspect that may need to be dealt with as part of the estate planning process. We have...

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Even the Queen had a Will

At the time of her death Queen Elizabeth II is said to have been the wealthiest woman in the world, and left behind an estimated USD$500 million fortune which included property, artwork, jewels and racehorses. We do know that the Queen had a Will however what it...

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What about the car?

As discussed in previous articles, an executor or administrator of an estate has the responsibility to ensure that all assets of the estate are dealt with correctly and this, includes any car or vehicle owned by the deceased as at the date of their death. Ownership...

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Including your pets in your Will

For many of us, our pets are thought as part of our families but, have you considered what will happen if your pet outlives you? In Australia, as crass as it may sound, a pet is classed as property and therefore you can make provisions in your Will as to how your pet...

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Death Certificates – what do you need to know?

Recently the Victorian Probate Office issued a notice advising that from 11 July 2022, there will be two types of Death Certificates issued by Births, Deaths and Marriages Victoria – one being a ‘Death Certificate’ and the other being a ‘Death Certificate – Cause of...

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