Estate Planning Blog

[All the estate planning info you never knew you wanted!]

“I want to give this particular item to…”

"I want to give this particular item to..." When I think about heartfelt gifts I have received, my Grandma’s wedding ring instantly comes to mind. Grandma died before I was born but I enjoyed a very close and loving relationship with my Grandad (our eldest is named in his honour!).…

When should I update my Will?

When should I update my Will? You’re a legacy legend and had your Will done! The next step in keeping up that great work is regularly reviewing your Will. That just means regularly reading through your Will.Why? To ensure your Will remains up to date with your wishes and circumstances…

Who can I gift to?

Who can I gift to? Do you know the Oprah episode “You get a car! You get a car! Everybody gets a car!”?  Well in your estate plan you can gift to whomever you like and however many people, charities, or entities you like!Unfortunately, pets miss out on a gift. …

How does a Testamentary Trust work?

How does a Testamentary Trust work? Testamentary discretionary trusts and….Play School? It’s the mash up you never knew you needed.Testamentary discretionary trusts can be a powerful tool for estate planning. There are a range of benefits and protections for different family circumstances. Think tax advantages, protection in high-risk occupations, and…

Why an Advance Health Directive?

Why do I need an Advance Health Directive?An Advance Health Directive works hand-in-hand with your Enduring Power of Attorney.An Advance Health Directive is used to record your decisions about what medical treatment you do and don’t want, for example whether you want intervention to keep you alive or what you do and…

Why an Enduring Power of Attorney?

Why do I need an Enduring Power of Attorney?If you lose the ability to make your own decisions someone will step in to make decisions for you.It's unavoidable. The decisions must be made. You can't do it. Someone has to.The optional part is whether you've chosen that "someone" ahead of time…

Why a Will?

Why do I need a Will?Your Will is a formal legal document that sets out how you want to gift your property after you die, and nominates people you know + trust to certain power positions. A Will follows legal rules and formalities, like the words used and how it…

Why a letter of wishes?

Why do I need a Letter of Wishes?A Letter of Wishes is a *super important* part of your estate plan [yet, doesn't get the airtime of Wills - more big Letter of Wishes reveals in movies please!]Your Will and Letter of Wishes are two different documents, with two different purposes.Your…
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