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July 2, 2024—

Does my spouse automatically inherit everything if I die without a Will?

Written by: Duncan MacDougall
When planning for the future, many of us prefer to avoid thinking about what might happen after we die.  However, planning for the inevitable is…
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April 3, 2023—

Administering an estate: superannuation death benefit tax

Written by: Chloe Kopilovic
When I’m considering a client’s estate planning, it’s not just about considering their Will. It’s necessary to take a holistic approach, and it’s critical that…
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March 31, 2023—

Who is allowed copies of a Will?

Written by: Veronica Powell
There is this long held belief by many that when someone dies there is to be a ‘reading of the Will’. However, in real terms,…
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March 7, 2023—

Who could make a claim on my estate?

Written by: Veronica Powell
What is a claim? Generally, a ‘claim’ in an estate refers to what is called a ‘family provision application’. This is an application to the…
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February 22, 2023—

Estate planning and dispute considerations for the LGBTIQA+ community

Written by: Duncan MacDougall
Taking place from 17 February to 5 March 2023, this year Sydney is the host city for WorldPride and will celebrate Australia's diverse LGBTIQA+ community. ‘LGBTIQA+’…
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November 21, 2022—

Update your estate plan before you lose capacity

Written by: Duncan MacDougall
The question of mental capacity is an important consideration when someone is making or updating their Will or Enduring Power of Attorney (EPA). We often…
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August 25, 2022—

How to deal with shares of a deceased person

Written by: Duncan MacDougall
One of tasks of an executor during the course of administrating someone’s estate, is identifying and keeping a record of all the deceased’s assets and liabilities.…
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June 15, 2022—

Considering the risk of elder abuse in your estate plan

Written by: Duncan MacDougall
On 15 June each year, World Elder Abuse Awareness Day (WEAAD) highlights one of the worst manifestations of ageism and inequality in our society –…
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May 23, 2022—

Death Benefit Tax – Will it apply to your beneficiaries or estate?

Written by: Chloe Kopilovic
When we meet with clients to review their estate and succession plan, we always ask the client to provide us with a summary of the…
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