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 a formal Will, the famous singer sparked more than four years of bitter...Read More
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 support from Master Sanderson in a recent Supreme Court of Western Australia...Read More
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 important matters such as the Trustee, the Beneficiaries, distribution of...Read More
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 dies before you, your grandchild will automatically receive Child A’s half of...Read More
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 review and update your Will. Your estate planning can be affected by a number...Read More
