Never miss an update
Never miss an update
All blog posts
25 estate planning mistakes lawyers don’t even realise they are making
15 ways to maximise profit on your estate planning matters
3 reasons why an online or DIY will is too good to be true!
5 key factors when you should recommend a testamentary trust
Simple tips for selling the value of testamentary trusts to your clients
The Peace of Mind that a Testamentary Trust can bring your clients
Tips for explaining Testamentary Trust Wills in a signing meeting
Your checklist for choosing a Testamentary Trust Precedent
Why you need an estate plan when you’re starting a family
What is an Estate Plan?
Divorced or separated? Why it’s vital to update your estate plan!
When should the financial powers under an enduring power of attorney start?
When NOT to use a testamentary trust
Why your family needs to know WHERE your estate planning documents are stored
Testamentary trusts – my favourite estate planning tool!
Attorneys making BDBNS – what you NEED to know about the impact of the Narumon case
Can you set up a post-death testamentary trust?
Joint bank accounts and dying – what happens?
Superannuation proceeds trusts
Is a post office will good enough?
One minute tip: What is a power of attorney?
Can you make a will after you lose capacity to make decisions for yourself?
What’s in a name? Joint tenants versus Tenants in Common
BDBN versus reversionary pension showdown! Who will win?
Transferring assets to achieve asset protection? Don’t forget about the Bankruptcy Act clawback rules!
How do you make a will when you have overseas assets?
Asset protection 101: The Domino Theory
Real Talk: Is an Enduring Power of Attorney Truly Necessary?
Tips for Choosing Financial Controllers Under your Estate Plan
Will a surviving spouse really benefit from a testamentary trust?
To BDBN or not to BDBN, that is the question
Assets in multiple states – the power of attorney solution
Keeping it in the family – one testamentary trust per child or all children in one trust?
Home is where the heart is – dealing with the family home in the will
Helping out the kids – loan or gift?
Estate planning for couples: When should a testamentary trust start?
Testamentary trusts: worth every dollar or over complicating things?
