Avoiding ambiguity in your Will
Discover the implications of double gifting in Wills. Learn how intentional clarity can avoid inheritance conflicts.
What Happens When a Beneficiary Dies Before You?
Imagine this: You’ve carefully made your Will, making sure your loved ones will be taken care of when you’re gone. You’ve left a generous gift to your son, Jake. But then, something unexpected happens—Jake passes away before you do.
What legal issues do you need to look out for in 2025?
With the coming of a new year come new ideas, plans and goals. Sometimes these may come about because of a change in circumstances and needs. In other cases, these may be a necessary undertaking due to a change in law, regulation or requirements. Here are some legal issues that we think will be hot issues in 2025 and our tips to help you navigate them.
Estate planning considerations if your Christmas went pear-shaped
Christmas isn’t always a time of joy for families. Sometimes, along with all the dishes, you are left with a family fallout that takes you back to the proverbial drawing board where estate planning is concerned. Here’s a look at how a difficult Christmas experience could inform your estate planning decisions: Reflecting on executor and […]
A Christmas story: planning for the future while you deck the halls
Christmas is a time for joy, family and reflection. But amidst the festivities, it’s also an excellent opportunity to consider your estate planning. While it might seem unusual to bring up estate planning during the holidays, Christmas presents a rare chance to start these important conversations.
Should trust succession be part of my 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 […]
Booklet: Controlling a Family Trust When You Die (Chapter 4 – Putting in place a ‘control structure’)
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 […]
Booklet: Controlling a Family Trust When You Die (Chapter 3 – Distributing assets from the trust on your death)
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 […]
Booklet: Controlling a Family Trust When You Die (Chapter 2 – How do you give ‘fixed percentages’ to your children?)
Below is Chapter 2 of our ‘Controlling a Family Trust When You Die’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – Who controls your family trust? Chapter 3 – Distributing assets from the trust on your death Chapter 4 – Putting in place a ‘control structure’ How […]
Booklet: Controlling a Family Trust When You Die (Chapter 1 – Who controls your family trust?)
Below is Chapter 1 of our ‘Controlling a Family Trust When You Die’ booklet. To read the other chapters of our booklet, click the links below: Chapter 2 – How do you give ‘fixed percentages’ to your children? Chapter 3 – Distributing assets from the trust on your death Chapter 4 – Putting in place […]