Solution Brief: Powers of Attorney (VIC)
The most under-rated legal document of all time Try changing your phone company when your spouse is in a coma – or even getting a current balance on your electricity bill. If your spouse’s name is on the title to the property, and you do not have an Enduring Power of Attorney – your first […]
Solution Brief: Appointment of Medical Treatment Decision Maker (VIC)
Who will make decisions about your health and welfare when you can’t? An Appointment of Medical Treatment Decision Maker is a legal document that enables you to appoint someone to make medical and lifestyle decisions on your behalf when you are unable to. Your Medical Treatment Decision Maker can make decisions as to what health […]
Solution Brief: Separation and your estate planning
When you are going through a separation, it is easy to get bogged down in negotiations about looking after the kids and dividing up your property. However, there are some personal things to give some attention to when you are going through a separation. Your estate planning is definitely one of them. Failing to update […]
Solution Brief: Reviewing your Estate Planning
Your estate planning documents are the key to ensuring your estate is managed smoothly and in accordance with your wishes. This covers the time from when you may lose your mental capacity, to after your death when your estate passes to the people you have selected to benefit from all your hard work. We are […]
Solution Brief: Testamentary Trust Options
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 […]
Solution Brief: Incorporating Testamentary Trusts into your Will
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 […]
Solution Brief: 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. Not what you intended? There is another way… ‘Mutual Wills’ Usually couples make ‘Mirror’ Wills, that is – you make a Will leaving your […]
Solution Brief: Phone Wills – The Process
Phone Wills are another way to get your Estate Planning in order Step 1: Preliminary background, objectives and fees If you have been referred to us by a professional adviser or friend, they may have already provided us with some background information about you, and they may have provided you with an indication of our […]
Solution Brief: Choosing your Executors and Trustees
This Solution Brief discusses the key considerations for choosing the Executors and Trustees for your Will. Your Executors are the people who will take care of your wealth after you have died. Their tasks include locating your Will, finding out what assets and liabilities you have, obtaining ‘Probate’ of your Will, and then carrying out […]
Solution Brief: Legal Capacity to make a Will and Enduring Power of Attorney
It is an essential requirement of a valid Will and Enduring Power of Attorney that the testator/donor possesses the requisite testamentary capacity. It is an essential requirement of a valid Will and Enduring Power of Attorney that the testator/ donor possesses the requisite testamentary capacity. In assessing such capacity both the mental capacity and the […]