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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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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 22, 2019—

Tenants in Common vs Joint Tenancy

Written by: Duncan MacDougall
Understanding the difference between joint tenants and tenants in common is important if you are looking at your estate planning. If a Willmaker understands the…
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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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June 24, 2019—

What are digital assets?

Written by: Duncan MacDougall
Digital assets include your online accounts, electronic banking information, hard storage devices, smartphones, online subscriptions/memberships, social networking accounts etc., that contain data, which can be personal or…
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June 7, 2019—

Probate caveats – Should you be filing a probate caveat?

Written by: Chloe Kopilovic
A probate caveat is a document that can be filed in the Court, which indicates there may be a challenge to the validity of the…
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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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