You’ve lost a loved one – what is next?

You’ve lost a loved one – what is next?

When a loved one dies, there are many practical and legal considerations for the family or friends of the deceased. Below is a brief guide to the some of the important considerations in the administration of the deceased estate. The first step is to determine whether...

Death and superannuation benefits

It is important to understand the interplay of the laws governing superannuation, tax and succession when planning your estate. Appreciating how these laws interact can help avoid some common pitfalls in estate planning and may have a significant impact on the net...

The risks of being an executor – commissions and personal liability

Are you an executor of a Will? Before administering the estate, you should understand that this role involves risks such as personal liability for the expenses of administering the estate. You also should be aware that you may be entitled to commission for your ‘handy...

Estate planning for blended families

Most of us appreciate the importance of making a Will and having an estate plan that sets out how we would like to provide for our loved ones when we die. If, like many Australians, you belong to a blended family, there are additional considerations when planning your...

A widow contesting a Will

Australian jurisdictions provide statutory rights for eligible persons to contest a Will on the basis that they have not been left adequate provision by the testator for their proper maintenance, education, and advancement in life. In New South Wales, an eligible...

Making a Will if capacity is in question

It is well known that a Will is a legal document which sets out how a person wants their assets to be distributed once they die. If you are over the age of 18 you can make a Will – provided you have capacity. In general terms a person will have the necessary...