Why use a lawyer when I can make a Will online or with a DIY kit?
Is the cost of a lawyer worth it when you can pay cheaper for a DIY or online Will? We often find that clients can be apprehensive about using a lawyer to make their when there are easier, quicker and cheaper options available such as online or DIY Wills. However,...
Appointing a Guardian in Your Will – Ensuring Your Child’s Future
If you are a parent of child who is under 18 years of age, it is important that you seek legal advice on creating a Will that provides for their future. A large part, and sometimes the most difficult part of this process involves making decisions about who will be...
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...
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...
Different people, different Wills – the most common types of Wills (Living Wills)
In Australia, there are several types of wills recognized under the various state and territory legislation. While the specific names and requirements may differ slightly between jurisdictions. No two people are the same and this is why there are different Wills...
Different people, different Wills – the most common types of Wills (Mirror Wills)
In Australia, there are several types of wills recognized under the various state and territory legislation. While the specific names and requirements may differ slightly between jurisdictions. No two people are the same and this is why there are different Wills...
Different people, different Wills – the most common types of Wills (Mutual Wills)
In Australia, there are several types of wills recognized under the various state and territory legislation. While the specific names and requirements may differ slightly between jurisdictions. No two people are the same and this is why there are different Wills...
Different people, different Wills – the most common types of Wills (Testamentary Trust Wills)
In Australia, there are several types of wills recognized under the various state and territory legislation. While the specific names and requirements may differ slightly between jurisdictions. No two people are the same and this is why there are different Wills...
Different people, different Wills – the most common types of Wills (Standard Wills)
In Australia, there are several types of wills recognized under the various state and territory legislation. While the specific names and requirements may differ slightly between jurisdictions. No two people are the same and this is why there are different Wills...
Specific conditions, limitation and instructions – Powers of Attorney
You can specify how you want your attorney(s) to carry out their responsibilities to you and any special conditions or limitations you want to apply to the decisions they make on your behalf. You can also include particular instructions about what you would like your...
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...
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...
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...
Your Estate Planning To-Do List (Step 4 – Conversations & Further Planning)
Over our last few weeks and over those coming, we are taking you through the 5 steps of our estate planning ‘to-list’. We have so far discussed: Gathering Information; Seeking Advice; and Making Decisions and Drafting Documents. Now we move onto Step 4. Conversations...
Your Estate Planning To-Do List (Step 3 – Decisions & Documents)
Over our last few weeks and over those coming, we are taking you through the 5 steps of our estate planning ‘to-list’. We have so far discussed Step 1 – Gathering Information and Step 2 – Seeking Advice and now look to Step 3 which is probably the most important step...
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...
Your Estate Planning To-Do List (Step 1 – Gather Information)
As previously written about, while a Will is an important document for you to have, there are other things that you may need to consider when it comes to your assets and how you wish for them to be dealt with upon your death. Therefore, we want to take you through 5...
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...
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...
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...
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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Melbourne, VIC 3000