Many people choose DIY will kits because they appear quick and inexpensive. However, that short-term convenience can lead to long-term legal uncertainty, family disputes, and extra costs for your family. This article outlines the key risks and practical next steps for anyone in New South Wales considering a DIY Will. Key Pitfalls of DIY Will Kits in NSW Invalid execution and witnessing errors: NSW law [...]

As the modern Australian family evolves, so too does the legal battlefield over inheritance. Blended families, where partners bring children from previous relationships, are increasingly common, and so are the inheritance disputes they can sometimes generate. When love and legacy collide, family provision claims under the Succession Act 2006 (NSW) often turn the courtroom into a stage for airing personal grievances, addressing financial need, and [...]

Estate planning is crucial for everyone, but for business owners, it’s even more vital. It not only protects your personal and business assets but also ensures that your business can continue operating smoothly in the event of your incapacity or passing. Let’s explore the key elements every business owner should consider. Why is Estate Planning Important for Business Owners? As a business owner, one of [...]

What is a Power of Attorney? A Power of Attorney is a formal legal document that provides an appointed person or trustee organisation with the ability and legal authority to act on your behalf and manage your assets. Unlike an Appointment of Enduring Guardian, this is for the purpose of financial and legal decisions. Your appointed attorney will be able to do the following on [...]

Estate planning is a task that most people don't relish and frequently postpone. Sometimes this is due to an unwillingness to confront the prospect of death and sometimes it is due to the distress that contemplating family arrangements after your death brings. Often it's just procrastination. Whatever the reason, this article sets out some of the most common mistakes that people make in Estate Planning. [...]

A person’s will sets out their wishes for who shall inherit their assets after their passing.  However, at times a testator may decide to exclude an eligible person such as a child from their will, or they may distribute their assets amongst their children in unequal shares.  As a result, a disaffected child may pursue a Family Provision claim. Faced with such a claim and [...]

It goes almost without saying that every adult should have in place an up to date formal Will as well as an Enduring Power of Attorney and an Enduring Appointment of Guardianship. The Will operates after death to ensure that the wishes of the person are followed regarding assets. The Power of Attorney and the Guardianship documents operate during the life of the person to [...]

So, you've organized your estate planning documents… what's next? Making sure that at all times your documents remain up to date- this will ensure that your wishes are reflected and you estate is administered as you intend. It is recommended that you review these documents every 2 to 3 years or where there are changes to your circumstances or the circumstances of your beneficiaries. The [...]

If you pass away and do not have a will or you have an invalid will, you are considered as dying 'intestate'. This means that your assets will be distributed amongst surviving relatives in accordance with the procedures set out in the Succession Act 2006. Who is entitled to inheritance in intestacy? There is a hierarchy of people who are entitled to inherit if someone [...]

What is a Power of Attorney? A Power of Attorney is a legal document that gives a nominated person or trustee organisation the legal authority to manage your assets and make financial decisions on your behalf. The choice of whom you appoint as your attorney is at your discretion however, care must be taken in the selection of your attorney(s) as an attorney has extensive [...]