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March 28, 2024—

Family Provision Applications – am I considered a ‘child’ of the deceased?

Written by: Duncan MacDougall
A ‘family provision application' (FPA) is an application to the Court made by certain eligible person/s who have not been adequately provided for in a…
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February 29, 2024—

5 Benefits of Testamentary Trust Wills

Written by: Duncan MacDougall
If you are considering revisiting your Will or in the process of preparing your first one, an effective estate planning tool is including testamentary trusts…
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January 30, 2024—

Whose Will applies if my partner and I die at the same time?

Written by: Duncan MacDougall
Nobody likes to think about dying, let alone passing away at the same time as your partner. However, if a freak accident occurs and you…
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January 18, 2024—

Contesting a Will and filing caveats

Written by: Chloe Kopilovic
If there are issues with a Will or in an estate, there is an option of filing a ‘caveat over the Will’ or a ‘caveat…
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December 20, 2023—

De facto relationships in the context of estate planning

Written by: Duncan MacDougall
A de facto relationship refers to a relationship between two individuals who are not legally married, but live together and function as a married couple.…
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November 30, 2023—

Is an executor obligated to take on the job?

Written by: Duncan MacDougall
No, just because they have been named as an executor in a Will, does not mean they must accept the position. They are under no…
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November 1, 2023—

The difference between separation and divorce when it comes to your estate planning

Written by: Chloe Kopilovic
An interesting dynamic I often see when I am taking instructions for a client’s estate planning is that they have separated from their partner but…
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October 30, 2023—

Plan your estate before the holiday season

Written by: Duncan MacDougall
As the busy holiday season is fast approaching, it is important to get your estate planning documents in order now – before leaving it too…
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October 3, 2023—

6 steps to consider before selling or transferring an estate property

Written by: Duncan MacDougall
If you are an executor or administrator handling a deceased person’s estate, there will usually be a home or other investment property to distribute as…
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