Posts | Category: Estate Planning

How a Recording can be Classified as a Valid Will

Posted 23-07-2020

A voice recording on an iPhone can be classed as a Will under certain circumstances, our Wills & Estates Division explains.

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Appointing an Enduring Guardian - A Wise Insurance

Posted 26-05-2020

When it comes to making a decision about appointing an Enduring Guardian to look after you when you lose capacity either through old age or ill health (or both), the clear message is: don’t leave it until it is too late.

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Making a Claim on the Estate of Parent you have never met

Posted 24-02-2020

Even if you have never met your biological parent, you may still be able to make a claim on their estate. The RMB Lawyers Estate Planning division explains.

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Estate Tax Implication

Posted 19-12-2019

The RMB Wills and Estate division explains the tax implications for executors of estates, who may be under pressure to finalise distributions to beneficiaries:

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Executors of Wills often wise to take their time

Posted 21-11-2019

If you have been appointed executor of a Will of a loved one who has passed away, the RMB Wills and Estates division has some important advice:

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For your Family's Sake Don't Die Without a Will

Posted 23-09-2019

Making sure you have a valid and up-to-date Will doesn’t only ensure your estate is distributed according to your wishes when you die. As the RMB Wills and Estates division writes, it is also a service to your loved ones.

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Binding Death Nomination a Super Idea

Posted 30-08-2018

You should consider a binding death benefit nomination if you have a self-managed superannuation fund, to ensure your assets are distributed as you wish after your death. The RMB Estate Planning division explains.

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Where There’s a Will, There’s a Way

Posted 26-04-2018

Being involved in the administration of an estate when a loved one passes can be a  daunting process, but knowing the terms and responsibilities is a good place to start. EMMA Perkins from RMB Lawyers explains: 

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Executor’s Role Has Many Responsibilities

Posted 20-04-2018

Being asked to become an executor of an Estate carries many responsibilities, the RMB Estate Planning explains.

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Bulletproofing your Will is Complicated

Posted 22-08-2017

Preparing a “bullet-proof” Will can be complicated, particularly if we do not wish to provide for a particular person.

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Wills Vital When Couples Separate

Posted 13-04-2017

Everyone should have a current will, but it can be particularly important for people going through divorce or separation.

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Testamentary Trust Wills Work Well

Posted 16-03-2017

Testamentary Trust Wills allow your estate to be administered in a tax effective manner for your beneficiaries. Ssuch Wills can also protect inheritances from creditors or relationship breakdowns.

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Special Disability Trust

Posted 02-09-2016

A Special Disability Trust is a trust established either by Deed or by Will.  For the purposes of this information we are discussing a Special Disability Trust established by a Will. It is a trust established for the benefit of one person whom suffers from an impairment or a disability.  In general terms the trust is designed to provide a source of income whilst not adversely affecting an individual's entitlements to a disability pension.

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Why are Binding Death Benefit Nominations so difficult? Some common sense tips

Posted 09-09-2015

Some common sense tips on Why are Binding Death Benefit Nominations so difficult?

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Enduring Guardians Play Important Role

Posted 02-08-2015

In this second of a two-part series on Power of Attorney, we consider the issues of Enduring Power of Attorney and Enduring Guardianship.

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Preparing for the Inevitable

Posted 02-08-2015

The importance of Wills and Powers of Attorney.

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Property Trap in Power of Attorney

Posted 20-03-2015

A solution to a problem that can arise with Power of Attorney property sales.

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Avoiding Problems with Granny Flats

Posted 04-12-2014

Families considering the "granny flat" option for aged care should draw up an agreement so that everyone is clear about their obligations and to cover a variety of possible circumstances.

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Have You Been Left Out of a Will?

Posted 10-11-2014

Issues involved with challenging a Will.

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Trusts For People Living With Disability

Posted 10-11-2014

Sspecial trusts designed to provide for people with disabilities after their parents have died.

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Access to Digital Assets is Essential

Posted 10-11-2014

Access to digital assets that is creating problems for executors of Wills and lawyers finalising deceased estates.

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Ongoing Debate About Voluntary Euthanasia

Posted 10-11-2014

Issues surrounding voluntary euthanasia.

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Everyone Needs to Have a Will

Posted 10-11-2014

The dangers of not having a Will – even if you are young.

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The Right to Refuse Medical Assistance

Posted 10-11-2014

What can happen when a terminally person refuses medical treatment.

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Protecting Your Life Insurance Proceeds

Posted 10-11-2014

Whether the executor of your will can use your life insurance to pay your debts when you die.

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