The preparation of your estate plan involves a number of matters, especially the payment of your superannuation death benefit. From 1 July 2017 a “Transfer Balance Cap” was introduced. In broad … [Read more...] about Are you at your (super) limit…?
Reviewing your Will
I often write about the importance of having a valid Will. You might have been as surprised as I was to learn that Aretha Franklin, “the Queen of Soul”, died without a formal Will. By not making … [Read more...] about A little respect …. for my wishes!
I have written previously about the pitfalls of home-made Wills. Although it may sound like I’m trying to drum up business in recommending your Will be prepared by a solicitor, there is some … [Read more...] about The Curse Of The Home-made Will Strikes Again!
Many clients who we assist with their estate planning have involvement in a Trust. When the Trust is established, it comes with a ‘rule book’ known as the Trust Deed. The rule book sets out … [Read more...] about A Matter of Trust
Consider this scenario: You have 2 children. Child A and Child B. Child A has one child (your grandchild). You give your estate equally to Child A and Child B in your Will. If Child A … [Read more...] about DO YOU REALLY WANT THE GRANDCHILDREN TO INHERIT?
This is the ninth in our series of articles on the uncertainties of death. Myth – “I have done my Will and don’t need to look at it again …. Right?” Wrong! It is important that you regularly … [Read more...] about I have written my Will and don’t need to look at it again – do I?