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...

The Victorian Court of Appeal has recently handed down its decision in Wareham v Marsella [2020] VSCA 92 which has highlighted the need for trustees of SMSF’s to proceed cautiously when resolving to distribute a deceased member’s SMSF benefits in the absence of a valid binding death benefit nomination. This...

If you are one of the almost 50% of Australians who have taken the time and effort to make a will then well done- you are already ahead of the pack.  But don’t get complacent just yet. A will is not a “set and forget” kind of thing. You must...