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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.

When a loved one passes away it can be a very overwhelming and confusing time. Not only are you dealing with grief, but you are also trying to navigate your way through the various mattes to be dealt with such as funeral arrangements, the estate and the Will.

We provide some key things to consider when a loved one passes away.

Research shows that around 50% of people in NSW do not have a Will. So what are the consequences if you die without one?

The legislation regarding Electronic Signatures on documents has just been amended in NSW. This is fantastic news as it allows witnessing of wills, powers of attorney, enduring guardianship, deeds or agreements, affidavits and statutory declarations to be done via video link.

Is one of your new year resolutions to get on top of your life admin? Do you have up to date estate planning documents? Australians are generally pretty good at making sure they have adequate insurances to cover circumstances relating to health, cars and property. However according to the NSW Government a staggering 45% of Australians do not have a valid will and for many that have one, the documents are out of date and do not reflect current wishes.

It’s in our nature to look out for our loved ones and one of the most valuable assets you will ever ‘own’ is your education.

So it’s not surprising that we receive a number of calls from people wishing to somehow pay for the future expenses of their child or grandchild’s education, in the event of their passing.

Unlike cash, cars or material ‘things’, the gift of education is one that could make a profound difference in your grandchild’s life.

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