Tag Archive for: estate planning

Do you have an Estate Plan? Do you need to update your current one? We look at 6 reasons why you need an Estate Plan.

Probate is an Order of the Supreme Court confirming that the deceased’s Will is valid. Whether or not you need a Grant of Probate depends on the type and value of assets held by the person at the time they passed away. Our guide will take you through the step by step process to obtaining probate.

Probate costs in NSW depend on the value of assets held by the Estate. We can provide you a cost estimate once we have an approximate value of the assets.

Good news for Animal lovers…A recent Court of Appeal decision held that by-laws containing blanket bans on pets were harsh, unconscionable, or oppressive. The Strata Schemes Management Act 2015 (“Act”) is now being amended to include provisions that are less restrictive on owners in strata schemes.

If a person close to you has recently passed away and you have been left out of the Will, we look at what options you may have and whether you are entitled to a share of their estate.

If you have assets in multiple states across Australia, do you need a Will and Power of Attorney drafted in each state?

The first question that we are usually asked when a person is seeking assistance with a deceased estate is whether or not a Grant of Probate is needed.

The answer depends on the type and value of assets held by the person at the time they passed away.

What happens when a loved one passes away and you do not know whether a Will exists?

We take a look at where to begin searching for a Will.

Whether you are personally looking into your retirement and assisted living options, or helping out one of your family members with this transition, we breakdown some key financial considerations when moving into assisted living.

Whether you are personally looking into your retirement and assisted living options, or helping out one of your family members with this transition, we breakdown some key financial considerations when moving into assisted living.