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December 9, 2024—

Prioritise your estate plan before the festive season

Written by: Duncan MacDougall
As the festive season fast approaches, it is easy to get caught up in celebrations and preparations, leaving little time to focus on essential matters…
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June 8, 2021—

Letter of Wishes – A personal touch to your Estate Planning

Written by: Chloe Kopilovic
In light of the recent publications concerning Ken Talbot’s Will and some of the comments he placed in a letter accompanying his Will, it has…
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June 1, 2021—

Interim distributions from a deceased’s estate

Written by: Duncan MacDougall
A common question asked in relation to deceased estates is whether an executor can make an interim distribution of the estate assets to the beneficiaries.…
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April 27, 2021—

Estate planning – important for single parents

Written by: Duncan MacDougall
Here is a fast fact: In Australia, there were 1 million 1 parent families in June 2020 making up 14.2% of all families, with 79.3%…
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April 21, 2021—

Tax on Superannuation Death Benefits

Written by: Chloe Kopilovic
Benjamin Franklin said in 1789 that, “in this world nothing can be said to be certain, except death and taxes”. Turns out, some 200 years…
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March 31, 2021—

Mediation in Estate Disputes

Written by: Chloe Kopilovic
When clients ask me about challenging a Will, or making a claim against an estate, I am quick to share the realities of litigation.   Litigation…
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March 19, 2021—

Reviewing family trusts as part of your estate plan

Written by: Duncan MacDougall
Discretionary family trusts are a popular investment structure in which a trustee holds assets in a trust for a group of beneficiaries, usually for family…
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March 3, 2021—

Granny Flat Agreements

Written by: Chloe Kopilovic
As our population is living longer, it is understandable that people want to stay at home for as long as possible. However, residing in your…
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February 25, 2021—

Family provision applications – will I end up in Court?

Written by: Duncan MacDougall
If you have been excluded from someone’s Will, you may be eligible to make an application to the Court for a portion, or a larger…
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