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So...what is an estate plan?
Your estate plan is a series of legal documents that deal specifically with your wishes for what is to happen if you die or if you are alive but have lost the capacity to make medical and financial decisions, usually due to a health issue.
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Understanding the Clauses in Your Estate Planning Will: What You Need to Know
Unless you are a solicitor, it can be hard to know what everything means in your Will. Especially if you rely on an estate planning Will...
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What are some key decisions you need to make in your Will?
Writing your Will can feel overwhelming, even when you employ the hand-holding of a solicitor. However, in reality, you need to make only...
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Does your Will include sensible equalisation provisions?
Sometimes super or life insurance proceeds are paid directly to one beneficiary, bypassing the estate and sometimes children enjoy...
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Australian Wills have a secret purpose most people don't take advantage of.
Wills are important for two main reasons. First, your Will states who you want to receive your estate when you die. Even a basic Will...
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Wills and LandCruisers
When I'm asked to explain Wills I often use the following analogy. Imagine you're about to drive your family across Australia and you are...
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What if your assets change after you sign your Will?
Scenario 1: You do not leave specific major assets as gifts. If like most people you are leaving your estate in percentage shares and/or...
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What is the Will Wizard process?
Step 1: Complete our online form as best you can. Your answers do not have to be your final answers. The online form is merely meant to...
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So, who will be the trustee of a beneficiary's testamentary trust?
The trustee of a testamentary trust (that has been created after your death by your testamentary trust Will) 'controls' the trust for the...
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