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Estate administration
Do I earn interest on money in your trust account?
Estate disputes
Smart beneficiaries choose their battles wisely
Estate planning
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Wills
What are mirror Wills?
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Probate
What is involved in applying for probate?
A Grant of Probate is a document issued by the Supreme Court of Western Australia affirming the validity of a deceased’s Will and giving……
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Estate administration
Passing of Accounts
An executor of a deceased estate has an obligation to the beneficiaries to account for their financial management of the estate. A beneficiary can……
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Estate administration
Legal costs and deceased estates – who pays?
A common question for an executor or the administrator of an estate is – who pays for legal costs I incur? It’s an important……
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Enduring power of attorney
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Estate planning
Estate planning trap no. 7 – failing to make an Enduring Power of Attorney
Another cautionary tale from our files: our client’s mother went overseas on a cruise. The Greek Islands. Midway through the cruise, she had a……
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General Information
What is your trust account?
Like in many industries, we often request our clients to pay our estimated fees and disbursements in advance of us commencing work on a……
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Estate planning
Estate planning trap no. 6 – lending money to children
This is the tale of a modestly wealthy father, who made what he thought was a loan to his daughter and son-in-law at about……
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Estate planning
Estate planning trap no. 5 – the taxman
Your death is an opportunity! You probably don’t see it that way, yet. It’s an opportunity for your children to avail themselves of some big……
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Estate planning
Estate planning trap no. 4 – rocky marriages
Not your marriage! We’re talking about the marriages (actual or de facto) of your children. You’ve worked hard for your wealth. Do you want……
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Estate planning
Estate planning trap no. 3 – disinheriting a family member
By disinheriting we mean cutting them out altogether or leaving less than an equal share. There may be good reasons for doing so: sometimes……
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Estate planning
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Wills
Estate planning trap no. 2 – home made Wills
Can people be trusted to complete their DIY Will-kits correctly, use clear language and sign them properly? In our experience, unfortunately not. Homemade Wills……
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Estate planning
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Superannuation
Estate planning trap no. 1 – superannuation
Do you really understand your superannuation? I doubt that many of us do. Australians had a combined $3.4 trillion in super in March 2022 and……
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Intestacy
Changes to the laws of intestacy in Western Australia
Western Australia’s laws relating to how property is distributed amongst family members after the death of a person who did not have a Will……
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Popular Posts
Do I earn interest on money in your trust account?
No. Funds held on trust by law firms are strictly regulated. Banks are required to pay any interest...
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5 tips to ensure that your loved ones get your super
When it comes to planning for death, superannuation is commonly misunderstood. Your super is not usu...
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What happens to my super when I die?
Many Australians were left scratching their heads last week when it was reported that a Victorian Ma...
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Someone else will probably decide who gets your super when you die. Here’s why.
Superannuation is dealt with under complex rules and is usually not dealt with by a person’s Will, o...
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