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Memorandum of Wishes

Memorandum of Wishes

When making a new Will and Testament, there may be details that you wish to include as to the reasons for its provisions which aren’t suitable for inclusion in the Will. In such circumstances, we would recommend that you make what is known as a “Memorandum of Wishes”....

Informal Wills: A Warning

Informal Wills: A Warning

“Why should I pay a solicitor to prepare my Will when I can just write one myself?” For whatever reason – cost, convenience – some individuals choose to prepare their own Wills, sometimes without even a Will kit to assist them in meeting the necessary formalities as a...

The Probate Process: Step-by-Step

The Probate Process: Step-by-Step

Death can be an overwhelming time for family members, particularly for those who are the Executor(s) named in the Will. If you have not previously experienced the Probate process, you may feel confused about where to begin. In this blog post, we will break down the...

Tax and Deceased Estates

Tax and Deceased Estates

Unlike some other jurisdictions, Australia does not have a ‘death tax’ on deceased Estates; however, there are several tax issues of which Executors need to be aware when administering an Estate. In this blog post, we will provide an overview of some of these issues....

Estate Bank Accounts: A Guide for Executors

Estate Bank Accounts: A Guide for Executors

Part of the role of the Executor is to call in the assets of the Estate and maintain Estate bank accounts. Depending on the terms of the Will and any Trust(s) its terms creates, this may be a short-term responsibility, or the need to maintain an estate bank account(s)...

When it’s time to update your Will

When it’s time to update your Will

The provisions of your Will should continue to reflect your current circumstances. As Tony likes to say, its provisions should reflect your wishes as if you had “died yesterday”. When changes happen in your life, it’s therefore important to consider how these changes...

“Can’t you wait till I’m dead?”

“Can’t you wait till I’m dead?”

“Can’t you wait till I’m dead?” A client of mine, of German extraction, visited his elderly father several years ago who asked him to explain what the provisions made in his will. The heading to this article was the father’s response! This response recently came to...

Why You Should Make A Will

Why You Should Make A Will

“By failing to prepare, you are preparing to fail.” - Benjamin Franklin I am often referred clients from other practitioners and professionals in complimentary fields. Recently I received an email to the following effect: “Hello Tony, I referred a gentleman to you...