Losing someone close to you is never easy. Along with the emotional toll, it can be overwhelming to navigate the legal and financial steps that… Read More »Losing a Loved One: Where to Begin with Estate Administration
A practical guide to help you carry out your duties with clarity and confidence. Being Appointed as an Executor Being named as an executor of… Read More »Executor’s Guide: Your Responsibilities When Administering a Will
The complexities surrounding capital gains tax (CGT) and deceased estates can be daunting, especially when navigating the emotional landscape of loss alongside tax obligations. A… Read More »The 2 Year CGT Rule for Deceased Estates and possible extensions of time
In a recent private binding ruling (PBR 1051920326857), an important scenario involving superannuation death benefits and testamentary trusts has come to light. The ruling examined… Read More »Understanding Superannuation Death Benefits in Testamentary Trusts and Succession Planning
What are the effects of marriage, separation and divorce on your Will and Power of Attorney? In this blog, we explain why seeking appropriate legal advice is essential during this significant time in your life.
Anyone making a will who also has children needs to consider guardianship and how they will be provided for in this important legal document.
How you wish your child to be raised after your passing can be detailed in a ‘Statement of Wishes’ that accompanies your will.
One of the most unseemly things that can occur after a loved one passes away is a family squabble about the terms of the deceased’s will.
There are many reasons why someone who expected to be provided for in a deceased person’s will might be left out.
Important legislative changes in Queensland came into force from 30 November 2020.
A Family Provision Claim (FPA) refers to a claim which a person can make against a deceased estate if they have been left out of a will or have not received sufficient for what is described by the law as their “proper maintenance and support”.
In short, this will depend on whether you plan ahead. You can decide in advance who can make decisions for you by preparing a legal document known as an Enduring Power of Attorney (“EPA”).
A good succession plan has the following characteristics: (1) It must be tailored. Each person and every family is different. A succession plan must be tailored to your specific circumstances.
A number of our clients have recently received a letter from the ATO asking them about the soundness of their investment strategy.
Many people are unaware that if and when they die, the superannuation amount they leave behind is not treated as part of their overall estate.
When a couple decides to separate there are usually a lot of things to attend to at what is a very trying time. Working out where to live, how childcare arrangements will work, and what steps need to be taken to ‘uncouple’ other areas of your life are all time-consuming priorities to sort out.
From the age of 18, having a will should be considered a serious priority for everyone. A will is a crucial document not only for its owner, but for all of that person’s family and friends.
An unfortunate but sometimes inevitable consequence of preparing your Will is that your loved ones start squabbling over who gets what once you die. But apart from family, many people also prefer to leave some or…
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