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April 23, 2019—

Deceased lost or unclaimed superannuation

Written by: Chloe Kopilovic
We receive a number of enquiries from various people trying to locate a loved one’s superannuation. Unfortunately, there is no hard and fast rule to…
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April 15, 2019—

Attorneys and Binding Death Benefit Nominations

Written by: Chloe Kopilovic
When looking at a client’s estate plan, one of the important issues we address is whether they have a Binding Death Benefit Nomination. However, until…
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February 13, 2019—

Superannuation and your Will – What you need to know

Written by: Chloe Kopilovic
Superannuation is one of the most important investment strategies for many of us, and in some cases, it is the only means of financial support…
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June 21, 2018—

Your Will – what should you be telling your solicitor?

Written by: Chloe Kopilovic
I recently met with a client, to receive her instructions to draft her Will and Enduring Powers of Attorney. I noticed early on in our…
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June 15, 2018—

World Elder Abuse Awareness Day

Written by: Chloe Kopilovic
June 15 marks World Elder Abuse Awareness Day – a day for us to remind ourselves and one another that elder abuse is becoming a…
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March 15, 2018—

A Will here and a Will there – international assets in your estate plan

Written by: Chloe Kopilovic
It still surprises me that clients seem to forget to mention “their bank account in the US” or “their parent’s house they inherited in the…
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March 7, 2018—

Does your Will deal with your cryptocurrency?

Written by: Chloe Kopilovic
There is no doubt that a lot of people have jumped on the “get rich quick” band wagon when it comes to the likes of…
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October 17, 2017—

Re Nichol – draft text message considered a Will

Written by: Chloe Kopilovic
The judgment handed down last week by the Supreme Court of Queensland in Re Nichol is a profound reminder of the importance of ensuring your…
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August 4, 2017—

To Will or Not to Will

Written by: Chloe Kopilovic
According to Benjamin Franklin, “In this world nothing can be certain, except death and taxes”. As we all know, there is certainty in the paying…
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April 26, 2017—

Back to basics – making sure your Will is signed correctly

Written by: Chloe Kopilovic
I prepare Wills on a weekly basis. Once a client’s Will is finalised, I will forward it to them along with signing instructions, should the…
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January 18, 2017—

Testamentary Trusts – A Double Edged Sword

Written by: Chloe Kopilovic
A lot of clients look at me with confusion when I suggest a testamentary trust for them. I immediately receive questions like: What is it?…
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October 21, 2016—

Having an estate plan is more than just having a will

Written by: Chloe Kopilovic
There seems to be a common misconception that having an estate plan is for wealthy people. Wrong. Having an estate plan is for everyone. It…
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