by Claire Stollery | Apr 5, 2023 | Estate Planning, Wills
In 2021, we published a blog post on the subject of ‘When it’s time to update your Will’, covering some of the most common scenarios that should prompt a review. In the two years since, we have seen even more situations arise between families that should have led the...
by Claire Stollery | Jan 23, 2023 | Estate Planning, Wills
When preparing a new Will, the guardianship of minor children is often at the forefront of our clients’ minds. For some clients, it can be difficult to choose who would be the most appropriate person to care for their children. This indecision can hold up the progress...
by Claire Stollery | Nov 24, 2022 | Estate Planning
It is estimated that up to 50% of Australians do not have a valid Will in place. When a person dies without a Will, their Estate is governed by what are known as the intestacy provisions in the Administration and Probate Act. These provisions allow the Estate to be...
by Claire Stollery | Oct 11, 2022 | Estate Planning, Wills
Many clients with a real estate portfolio choose to create discretionary testamentary trusts (DTTs) in their Wills in order to pass the benefit of the portfolio on to their children. The DTT structure has many taxation benefits; however, it is also worth considering...
by Claire Stollery | Sep 26, 2022 | Estate Planning
When considering their succession plan and how they wish to distribute assets during their lifetime, many of our clients raise the idea of giving money to their children for the purchase of a home. With property prices remaining high and increased interest rates...
by Claire Stollery | Sep 2, 2022 | Estate Planning
When contacting us to discuss Estate Planning, our clients are usually focused on the legal aspects of what happens after their death, such as ‘who gets what’, creating testamentary trusts, or business succession. While it is crucial to have a legally binding Will to...
