We cannot find our family trust deed- Does it matter?

Unfortunately yes it can. Losing the deed of a family trust can lead to significant legal and operational challenges, as the trust deed is the foundational document that governs the trust’s operations, specifies its beneficiaries, and sets out the trustee’s...
16 December, 2024

Choosing the right executor for your Will

Choosing the right executor for your will is a crucial decision that can significantly impact the smooth administration of your estate and the well-being of your loved ones. The administration of a deceased estate is usually a complex and emotionally charged process....
9 March, 2024

Power of Attorney and Superannuation death benefits

In South Australia, a Power of Attorney (POA) grants someone the authority to make decisions on your behalf regarding financial and legal matters while you are alive. It can come into affect immediately or it can be deferred in its operation to a later time or trigger...
9 March, 2024

Do you know when to update your Will?

Most people are aware that a valid will determines how their assets are dealt with after they are gone.  Wills generally provide for the appointment of a trusted executor or executors and for gifts to chosen beneficiaries.  They may also appoint testamentary guardians...
29 May, 2023

Financial Agreements as an estate planning tool

A Financial Agreement can be an effective tool for couples in managing their estate planning. Financial Agreements allow couples to pre-determine what they quantify as a fair distribution of their property and financial resources, in the event of a relationship...
6 February, 2023

Estate planning for blended families

Most of us appreciate the importance of making a Will and having an estate plan that sets out how we would like to provide for our loved ones when we die. If, like many Australians, you belong to a blended family, there are additional considerations when planning for...
6 February, 2023