Your partner will die – one day. What should you do?
1. While your partner is alive, find out: i. The location of your partner’s will.ii. The name and contact for the executor of the will.iii. If your partner has funeral insurance, and who the provider is.iv. What assets your partner has:- Bank accounts, and are they...
Small Business Owners: Risk Management including Wills
For small business owners looking to create, protect, and grow their wealth, the following should be addressed with your Wills Lawyer as part of an overall risk management and estate-planning strategy. To protect and grow your wealth, ensure your business minimizes...
What Makes Up Your Will?
What Makes Up Your Will? Everyone with assets or entitlement to them should have a will. If you die without a will (die intestate), by law, you cannot be sure that the parties you want to benefit will receive your estate assets as you intended. It is said that less...
Estate Planning: How Does Your Self-Managed Superannuation Funds (SMSFs) Impact Your Will and Enduring Powers of Attorney (EPA)?
Your Will and Enduring Power of Attorney need to be prepared by your Estate Lawyer, taking into account your SMSF. Document Review and Drafting of Amendments/New Documents 1. Constitution of the SMSF Trustee Company (SFTC): Your Estate Lawyer will review the...