Whilst being named someone’s executor can be viewed as an honour and a privilege, the role comes with significant responsibility. As an advisor, I generally encourage my clients to consider…

There is no doubt that in the wake of COVID-19 many people are taking the opportunity to get their affairs in order. We have seen a dramatic increase in the…

Many people think that making a Will is a simple exercise and that it is something that you can do for yourself. With the availability of off-the-shelf Wills, online Wills…

I just want you all to know that we are here to help and assist you in any way we can in these uncertain times. Even if it’s a simple phone…

Many people think that when someone dies there will be a formal “reading of the Will.” However, this is really a concept of the past. There is rarely a formal reading…

There is an obvious evil to a family provision application against an estate, that is, the costs that are incurred.   Whilst costs are treated differently in family provision applications and…

Obtaining a grant of probate from the Supreme Court is one of the main tasks that an executor of an estate may have to undertake. However, in Queensland, it is…

One of the most common enquiries I receive is in relation to a lost Will.  If an application for probate has to be made in an estate, having the original…

The saying goes that the first generation makes a fortune, the second generation spends it and the third generation blows it. There are many ways that wealth can diminish over…

Leaving a gift to a charity in your Will is a great way to provide support to organisations and causes you care about. As with any other gift in your…

Superannuation is progressively becoming a major asset for most Australians. For some, navigating a death benefit claim, and the tax implications that flow from receiving a death benefit is a…

One of the biggest estate planning myths is that only older people need Wills. While young people (over the age of 18) may not want to think about ‘what if?’ or…