Planning for the financial security of vulnerable beneficiaries is a crucial aspect of Estate Planning. When it comes to individuals with disabilities, special considerations need to be made to ensure their ongoing care and support. Special Disability Trusts...
Dying intestate, or without a valid will, can lead to complications and difficulties for your loved ones after your passing. In New South Wales, the law sets out specific rules for what happens to your estate if you die without a will. Understanding these rules...
What is an Enduring Guardianship? An Enduring Guardian is a person appointed by you to make your medical and lifestyle decision in the event that you are unable to make your own decisions. Your Enduring Guardian is appointed using a document called an Appointment of...
What is a family provision claim? In Australia, we all have testamentary freedom to choose who receives a benefit under our Will. However, the Succession Act sets out who can make a claim for further provision from an estate, often referred to as a Family Provision...
What is a testamentary trust? A testamentary trust is created by a clause in your will. That clause will direct your estate assets (all or some) into a trust rather than being directly distributed to beneficiaries. Apart from some minor differences, a testamentary...
