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September 22, 2020—

Executors and Trustees – Should you be Seeking Direction from the Court?

Written by: Chloe Kopilovic
*I have used the words ‘executor’ and ‘trustee’ in this blog interchangeably. Being an executor or trustee can be a challenging role. You are tasked…
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August 13, 2020—

Capacity and Home-Made Wills: Why you should reconsider

Written by: Chloe Kopilovic
In the wake of COVID-19, there is a lot more discussion about home-made Wills or Will kits. One of the questions that I am frequently…
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July 2, 2020—

Executor’s commission – What it is, and how it works

Written by: Chloe Kopilovic
One of the most common questions I am asked is, “do I get paid for being the executor?” Whilst the role of executor was once…
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June 1, 2020—

What is the role of an executor, and who should you pick?

Written by: Chloe Kopilovic
Whilst being named someone’s executor can be viewed as an honour and a privilege, the role comes with significant responsibility. As an advisor, I generally…
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April 24, 2020—

Important: Practice Direction issued by the Supreme Court for certain Wills during COVID-19

Written by: Chloe Kopilovic
There is no doubt that in the wake of COVID-19 many people are taking the opportunity to get their affairs in order. We have seen…
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April 1, 2020—

COVID-19 – Your Key Estate Planning Documents

Written by: Chloe Kopilovic
I just want you all to know that we are here to help and assist you in any way we can in these uncertain times. Even…
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February 11, 2020—

The elephant in the room: costs in a family provision application

Written by: Chloe Kopilovic
There is an obvious evil to a family provision application against an estate, that is, the costs that are incurred.   Whilst costs are treated differently…
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January 14, 2020—

Missing Will – How to obtain Probate

Written by: Chloe Kopilovic
One of the most common enquiries I receive is in relation to a lost Will.  If an application for probate has to be made in…
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October 29, 2019—

Using Testamentary Trusts to your advantage

Written by: Chloe Kopilovic
The saying goes that the first generation makes a fortune, the second generation spends it and the third generation blows it. There are many ways…
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September 17, 2019—

Superannuation and Death Benefits – Not Always Tax Free

Written by: Chloe Kopilovic
Superannuation is progressively becoming a major asset for most Australians. For some, navigating a death benefit claim, and the tax implications that flow from receiving…
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August 21, 2019—

Why a Will is crucial for a Sole Director and Shareholder

Written by: Chloe Kopilovic
Do you operate a small business in the form of a sole director/shareholder company? Are you responsible for the overall operation of the company, including…
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July 18, 2019—

Family Provision Applications – Not a Fleeting Process

Written by: Chloe Kopilovic
There’s no doubt that being left out of a Will, no matter how big or small the estate is, can result in high emotions. Recently,…
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