Blog

Category: Wills & Estate Planning


How does a discretionary trust work in relation to my Will?

Is my family or discretionary trust included in my estate?

If you have assets in a family or discretionary trust or you’re looking to create a family or discretionary trust, then the way the trust would be dealt with under your Will or estate should be considered.
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Benefits of a binding death benefit nomination in superannuation

Should I make a superannuation Binding Death Benefit Nomination?

If you complete a Binding Death Benefit Nomination, the proceeds of superannuation should be paid in accordance with the nomination and not be part of the assets of your estate.
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All you need to know about executor’s commission options

Does an executor of a Will get paid?

Depending on the size of the estate, the duties of an executor can range from relatively straightforward through to somewhat complex. This leads us to the question, “does an executor get paid for administering a deceased estate?”
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Electronic witnessing of legal documents is here to stay in NSW

Electronic witnessing of legal documents is here to stay

The remote witnessing of important legal documents such as Wills, Statutory Declarations and Affidavits over audio-visual link technology is now here to stay in NSW!
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Primary considerations when choosing who to be executor in your Will

Who should be the executor of a Will?

How to choose the executor of your Will is a question regularly asked but there is no simple answer to it. In this blog, we explore some of the common things to consider when choosing your executor.
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Explore the processes for transferring a property to a surviving spouse in the event of death

Transferring property to a spouse or partner after death

If you own property in NSW and intend for the title in the property to pass to your spouse in the event of your death, the process of ensuring this occurs is different depending on how the property is owned
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The benefits and conditions in setting up a life estate/life interest.

What is a life estate or life interest in a Will?

A life estate is a term used to describe a type of “ownership” or use of property (or other assets) for the duration of a person’s life. It is commonly referred to as a life interest.
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What is a ‘no contest’ clause in a Will and are they valid?

What is a 'no contest' clause in a Will and is there a better option?

We are frequently asked to include a 'no contest' clause in Wills. The client’s aim is to avoid a challenge being made against the Will or their estate after their passing. However, a 'no contest' clause is unlikely to be the best protection against someone contesting a Will in NSW.
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How do I appoint an Enduring Guardian?

Appointment of an Enduring Guardian

An Enduring Guardian is someone of your choice whom you appoint to make decisions on your behalf concerning your health and wellbeing when you become incapable of, or not in a position to do so yourself.
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How do I make a Power of Attorney?

Power of Attorney NSW – your complete guide

A Power of Attorney is a document which enables you to appoint someone to manage your financial and legal affairs when you are unable to do so. This blog is aimed to provide you with a comprehensive guide about General and Enuring Powers of Attorney.
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Recognising and acting on elder abuse

Elder abuse – protection and prevention

Elder abuse can take many forms including physical abuse, sexual abuse, emotional or psychological abuse, neglect, abandonment, financial abuse and self-neglect. In this article, we look at how to recognise elder abuse and how lawyers deal with it.
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How does separation or divorce effect my Will or Power of Attorney?

Effect of separation and divorce on your Will and other estate planning documents

Divorce has an effect on your Will, but this only occurs once the divorce is finalised which can be much later than the original separation. Both separation and divorce may also lead to circumstances that you did not intend. Learn here how to protect your interests.
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