We have found Andrew’s presentations invaluable in helping our clients
We have found Andrew’s presentations invaluable in helping our clients protecting their assets, both in their lifetime and leaving the control of assets to the people of their choice upon their death.
Our Top 5 Questions about Probate (in South Australia)
This article outlines the key steps in the process of successfully obtaining a grant of probate of a Will in South Australia.
Mutual Wills
You die, your assets pass to your spouse. Your spouse then dies – and your spouse’s new partner ends up with all your assets. What about your children? They miss out.
Powers of Attorney – Which one do I need?
Your Power of Attorney is a legal document which appoints one or more persons to look after your financial affairs on your behalf while you are still alive. There are several different types of Powers of Attorney, and it is important that you get the right one.
Challenging a Will
In all States in Australia the law provides you with a right to challenge a Will if you believe that you have not been adequately provided for.
How much should I spend on a Will?
It is similar to buying a car – up to a certain price, you get what you pay for. But getting your estate planning done correctly is a little more important than buying a car – you only die once. Here are some things to weigh up when considering your options.
8 common misconceptions about Wills
In this article we discuss 8 common misconceptions we regularly encounter when assisting people get their affairs in order.
Superannuation and Family Provision Claims in NSW
Since the introduction of the ‘Notional Estate’ principle into the model succession law in NSW, some ‘asset structures’ are no longer effective to avoid assets being dragged into a squabble over a Will.
What is ‘Business Succession’?
You spend most of your time working in your business. But how much time have you recently spent thinking about how to protect the wealth that you are building in your business, or how to realise and pass this wealth on?
Find out what you can do with a ‘testamentary trust’ in your Will
‘Testamentary Trusts’ come in all shapes and sizes. From the very simple, to the super sophisticated. This article discusses some of the more common options you may wish to consider for your Testamentary Trusts.