by tkelly | Aug 14, 2025 | Estate Planning
How Smart Estate Planning Saved a Melbourne Family $450,000 When it comes to estate planning, the smallest details can make a huge financial difference. A recent case handled by our boutique firm of wills and probate lawyers in Melbourne highlights how careful...
by Breanne Bouffard | Mar 12, 2025 | Estate Planning, Wills
In the domain of estate planning and inheritance law, one might come across the term “chattels” quite often, especially in instances where assets are distributed when someone dies without a valid will (intestacy) or when detailed instructions are stated by a willmaker...
by Claire Stollery | Feb 5, 2024 | Estate Planning, Wills
When a lawyer, accountant or financial planner asks you about your Will, they will typically ask about the distribution of assets (such as the family home, cash or cars) to beneficiaries (usually spouses, children and other friends or family). Where do pets fit into...
by Claire Stollery | Jan 22, 2024 | Binding Death Benefit Nomination, Estate Planning, Powers of Attorney, Self Managed Super Fund, Superannuation
In 2018, Tony Kelly published a blog post regarding the Supreme Court of Queensland case of Re Narumon Pty Ltd [2018] QSC 185. Re Narumon revolved around the ability of an Attorney appointed under a valid Enduring Power of Attorney to renew the principal’s...
by Claire Stollery | Aug 31, 2023 | Estate Planning, Self Managed Super Fund, Superannuation
Superannuation is a key component of your Estate Plan. While your superannuation sits “outside” of your personal Estate in its own ‘silo’, any discussion around your Will should nevertheless take into account your superannuation death benefits. In this post, we...
by Claire Stollery | Aug 2, 2023 | Estate Planning, Succession Planning, Wills
For many of our clients, protecting their assets for the benefit of their children is the utmost priority. Of particular concern is that their spouse or partner may remarry (or re-partner), either after separation or after our client’s death, and any of their assets...
