Wills and Estates

When it comes to estate planning, don't forget your medical and health care preferences
March 17, 2023
While many of us have a Will and a funeral plan - both of which come into effect after we die, less consideration is given to our pre-death. An Advance Care Directive allows individuals to set out in detail their wishes regarding future health care in the event they are unable to communicate or make […]
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The advantages of a beneficiary controlled testamentary trust Will
January 30, 2023
To provide your Primary Beneficiaries with the ability to take their inheritance in whichever way they choose, you might consider incorporating a Beneficiary Controlled Testamentary Trust (BCTT) into your Will. That way, after you die, a Primary Beneficiary can instruct the estate Executor to pay some (or all) of their inheritance, to any one or […]
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When it comes to Wills and estate planning, there are benefits in putting a testamentary trust in place
November 28, 2022
The days of the basic three-page Will are gone, replaced with a modern estate planning Will offering beneficiaries the opportunity to hold assets in a Testamentary Trust (which can be managed by them), to ensure asset protection for your beneficiaries from creditors, relationship breakdowns and unnecessary taxes for generations to come. Central to the modern-day […]
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How to leave a charitable gift in your Will
July 21, 2022
For many of us, contributing to a charity of choice provides a meaningful and compassionate way to make a difference to a cause that is close to our heart. One way to do this is to make a bequest in our Will, for a portion of our estate assets to be given to one or […]
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When drafting your Will, remember to give consideration to your digital assets
May 23, 2022
Digital assets are an established and growing part of modern life. Therefore, it is important to consider what happens to your digital footprint upon death or incapacity – especially if they hold monetary or sentimental value. Examples of digital assets include: Digital book and music libraries; Intellectual property rights; Online banking and e-commerce accounts, and […]
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Advice for the Executor of a deceased estate when dealing with a firearm
April 13, 2022
Gun ownership for legitimate purposes, such as the management of a family farm or other such rural property, is commonplace. When the registered owner of the firearm dies, the task of dealing with it generally becomes the responsibility of the Executor named in the deceased’s Will. In South Australia, the laws surrounding firearms are extremely […]
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