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September 17, 2019—

Superannuation and Death Benefits – Not Always Tax Free

Written by: Chloe Kopilovic
Superannuation is progressively becoming a major asset for most Australians. For some, navigating a death benefit claim, and the tax implications that flow from receiving…
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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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September 15, 2016—

Who is a child, and can they make a claim against your estate?

Written by: Chloe Kopilovic
In Queensland, for the purposes of making an application for further provision from an estate, a child is eligible. However, the definition of ‘child’ is…
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August 9, 2016—

Estrangement – are you in or are you out?

Written by: Chloe Kopilovic
Although unfortunate, it is common that parent and child are unable to forge out their issues. However, the result in some circumstances means their relationship…
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June 3, 2016—

What happens to my estate if I die without a will?

Written by: Chloe Kopilovic
When you pass away without a will (valid will), you are deemed to have died intestate. This means that your estate will be administered and…
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