estate planning

Deed of Gift

This week I’ve been giving advice to a new client about transferring her house into her name and her daughter, as joint tenants, so that it does not form part of her estate and be the subject of a claim by her other daughter, from whom she has been estranged for 14 years. The transfer

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Tax- Effective Wills

Who would like to give 2% of their superannuation to the tax man, for no good reason? These days, most people have a half-reasonable amount in super. Most married people who die give their super to their spouse, but what about the survivor? They typically give their super to their adult children.  If they do

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Probate Applications

We are assisting with probate applications for a couple of executors. One involves an executor who is in Melbourne, but the deceased, his aunt, lived here in Perth.  Her sister, the executor’s mother also lives in Perth, so to simplify the process, the executor is appointing his mother as his attorney for the purpose of

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Osborne Park
Western Australia 6017
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