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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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May 23, 2019—

An Enduring Power of Attorney – Just as Important as your Will

Written by: Chloe Kopilovic
Without a doubt, having an Enduring Power of Attorney (EPA) is just as important as having a Will. It is not uncommon for us to…
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May 7, 2019—

Superannuation Death Benefit Claim – What You Need to Know

Written by: Chloe Kopilovic
Upon death, superannuation is considered a trust asset, it is not an asset of a deceased’s estate. In many cases, the funds that make up…
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May 2, 2019—

Who is considered a spouse or de facto spouse?

Written by: Chloe Kopilovic
We are frequently asked by clients what the requirements are to be considered a spouse, or a de facto spouse in relation to a deceased…
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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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