Understanding a Power of Attorney in NSW

by | May 12, 2025 | Estate Planning | 0 Comments

What is a Power of Attorney? A Power of Attorney (POA) is a legal document that allows one or more individuals to manage a person’s financial and legal affairs while...

Understanding an Enduring Guardian in NSW

by | Apr 8, 2025 | Estate Planning | 0 Comments

What is an Enduring Guardian? An Enduring Guardianship is a legal document that allows you to appoint one or more individuals to make important medical and lifestyle...

Why you need to have a binding death benefit nomination

by | Oct 9, 2024 | Estate Planning | 0 Comments

In a Will your personal assets will form part of your estate and will be distributed according to your wishes. However, your superannuation and any death benefit do not...

Protecting Your Estate from being Contested

by | May 29, 2024 | Estate Planning | 0 Comments

Contesting a Will can be a significant concern for many Australians when planning their estate, especially if there's a family member likely to challenge the...

Borrowing Money and Receiving Gifts from the Bank of Mum and Dad

by | May 15, 2024 | Estate Planning | 0 Comments

In recent years, the "Bank of Mum and Dad" has become an increasingly popular option for young adults seeking financial assistance. With soaring house prices, student...

The cost of dying without a Will

by | Oct 12, 2023 | Estate Planning | 0 Comments

Wills can be a sensitive and somewhat avoided topic for many of us. It's quite common to put them on the back burner because they involve thinking about matters we'd...

3 Essential Documents in Your Estate Plan

by | Sep 25, 2023 | Estate Planning | 0 Comments

Having a will in place is undoubtedly crucial for ensuring that your wishes are carried out after you pass away. However, relying solely on a will might not encompass...

Why it’s important to update your Estate Plan when you separate or divorce

by | Aug 3, 2023 | Estate Planning | 0 Comments

Divorce A divorce will revoke clauses in your Will appointing your former spouse as an executor and beneficiary. However, you should consider making a new Will after...