Andrew Andreyev chats with Tony Catt about family succession and conflict
If you are a family advisor or you are personally thinking about how you can keep family harmony in check when the next generation of your family steps up to the plate, this episode is a must-listen for you.
How do you appoint someone to make health or medical treatment decisions on your behalf in NSW?
As part of your end of life plan it is a good idea to appoint someone to make health or medical treatment decisions for you, if you become unable to make such decisions for yourself. It is also important to identify what your values, life goals and preferred outcomes are so the person appointed to make those health and medical treatment decisions can ensure their decision making is in line with your wishes.
Do I need to carry out a ‘reading of the Will’?
We are often asked by clients who are appointed as an executor of an Estate whether they need to gather the family around and ‘read the Will’ out loud. While this is often the kick off point for an Agatha Christie murder mystery, this formality is not required in Australia. So, how do you find […]
I’m young, I’m single, why do I need a Will?
If you are young, single and in good health, making your Will is often not front of mind. Your priorities may be more closely aligned to completing your further study, career progression and monitoring the seemingly endless growth of the housing market bubble.
In-house loans and estate planning – not as simple as it seems
Learn about estate planning and the challenges of managing loans between family members. Control your financial legacy.
How to safeguard family trusts for the next generation
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
How long does it take to get a grant of probate in South Australia?
If you are an executor tasked with obtaining a grant of probate, feeling overwhelmed and confused while attempting to navigate this process without assistance is not uncommon.
You may be wondering when you will be able to distribute inheritances to beneficiaries. This article sets out what you should expect in terms of timing to prepare an application for and receive a grant of probate, as well as how to avoid unnecessary delays.
How long does it take to get a grant of probate in New South Wales?
Dealing with the death of a loved one is a difficult enough experience without having to navigate the complexities and legal formalities of obtaining a grant of probate from the New South Wales Supreme Court.
If you are an executor tasked with obtaining a grant of probate, feeling overwhelmed and confused while attempting to navigate this process without assistance is common.
What happens if someone has lost capacity, but their Will does not reflect their wishes?
If you have a loved one who does not currently have capacity to make a new Will, you may be concerned that their Estate will not be distributed according to what they would have wanted. You may be thinking it is what it is and there is nothing you can do to, but does it really have to be this way?
How to successfully pass on your farm to your children
Succession for farming families doesn’t need to be a bun fight. You just need a plan.