We received a reminder from the provider of our SMSF deeds the other day. If you nominate your legal personal representative to be the recipient
One of our clients passed away last year. He and his wife were trustees of 2 trusts, so we need to replace him with one
Enduring Powers of Attorney: We only ever allow our clients to execute the first type, because the other defeats the purpose of having an EPA,
A sad story this week. My client’s father died a month ago. My client understands that her father’s intention was that he would leave everything
An old client contacted me the other week. His accountant has told him that one of his clients had died leaving behind multiple companies of
We recently had a query about a mother who wishes to transfer a farm to her daughter. There are transfer duty exemptions for transfers of
Another case was handed down involving the bequest of a house where the house had been sold prior to the testator’s death. Usually, the gift
We saw a new client whose 30 year old daughter has Downs syndrome. The daughter is not mentally capable of managing her own affairs, but
We reviewed a couple of trust deeds recently for a new client. One deed was validly executed and was effective to change the trustee, but
I met a very fit and healthy couple in their 80’s to discuss some estate planning. They showed me their current Wills, which they had