Many people assume that any document they write out and sign is capable of being upheld as a valid formal will.  While it is possible for informal documents such as notes, letters and “DIY” Wills to be upheld as a valid will there can be many unintended complications with such...

Starting a family is often one of the main triggers for clients to either update their existing estate plans or begin the process of implementing a new one. For many of these young families, the key concern is who will look after their children if they both pass away and...

January is well known for its New Year’s resolutions. We all make them and most of us break them before the month is even out. If preparing a new Will or updating an old Will is one of your 2021 New Year resolutions, do not let it be one of...

When talking estate planning with our clients, we often encounter scenarios where simply drafting a will on its own is not enough to deal with their affairs. This is usually in circumstances where the client has: a family trust, self-managed superannuation fund or a business. If you fall into these...

When it comes to estates, there is an old saying, ‘where there’s a Will, there are 400 relatives’. We would all like to think that when we make a Will, respect will be given to our testamentary wishes upon our deaths. Unfortunately, this is not always the case. The Family...