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Monthly Archives: August 2018

What are you leaving behind – An inheritance or a legacy?

It’s a startling fact that many Australians fail to put effective estate planning provisions in place or think about the legacy that they wish to leave behind to their family and future generations. Warren Buffet, one of the world’s most famous billionaires and successful investors was asked about the large amount of money he will […]

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The pitfalls of DIY Will kits

According to recent research, approximately 45% of Australians* pass away without a will, or ‘intestate’. The word intestate is derived from the Latin word intestatus meaning a person who passes away without a will. Intestacy may result in inconvenience, delay, and expense during a difficult time in your life having just lost a loved one. Intestacy may occur not only where […]

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The Role Of An Executor

When drafting a Will, important consideration needs to be given to who to appoint as Executor or Executors. An Executor’s role is to stand in place of the deceased and they are responsible for the administration of their Estate. Put simply, this means making sure that debts are paid and the assets and possessions are […]

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Making Your Estate Plan Count

Whatever your age or stage of life, having an estate plan in place is a must. This is a way to ensure that your wishes are carried out and that your assets are distributed in the way that you want upon your death.  It also reduces uncertainty for your dependants and other family members. Planning […]

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