Case Study: Ruth’s story
Case Study: Ruth's story Claims on estates are usually only 10% or less of estates that go to probate. I estimate that only about 60% of estates that I handle go to probate. So the claims really [...]
Common Mistakes for Executors to Avoid
Common mistakes for executors to avoid by Jacqui Brauman Taking on the role An executor can refuse the role. If you’re asked at the time the Will is made, it doesn’t mean you cannot change your [...]
Case Study: Pearl and her daughters
Case Study: Pearl and her daughters A couple of months ago, an elderly widow came into our office, with her daughter. The elderly lady who came to see us, we’ll call her Pearl for this story, had [...]
How ‘binding’ is a Binding Financial Agreement?
How ‘binding’ is a binding financial agreement? by Sarah Coombs Binding Financial Agreements are documents drawn up by parties to a relationship to protect their assets in the event of a breakdown of the relationship. This [...]
3 Reasons to Have Your Will Done in 2020
3 reasons to have your Will done in 2020 by Jacqui Brauman The year 2020 could be called the year of vision. But as the start of a new decade, we should also be conscious that [...]
Finding Money To Buy Real Estate
Finding Money To Buy Real Estate by Jacqui Brauman Being a first-time home buyer is exciting! But I know it can also feel overwhelming. It’s one of the biggest purchases we may do in our life. [...]
Foreign Beneficiaries
Foreign beneficiaries by Jacqui Brauman As the executor of an estate, you have a duty to not only distribute the estate in accordance with the Will, but to also maximise the estate. So you can’t be wasteful, [...]
Protecting Your Important Documents This Fire Season
Protecting your important documents this fire season by Sarah Coombs Fire season has begun earlier this year and with the prospect of a long, hot and dry summer this year, it will be here to stay [...]
Right to Return and the Australian Consumer Law
Right to return and the Australian Consumer Law By Rochelle Manderson Regular readers of my blog will recall my passion for Australian Consumer Law (ACL), so in this blog we will be discussing your rights for [...]
I am the Beneficiary of a Will – What Are My Rights?
I am the Beneficiary of a Will - What Are My Rights? by Jacqui Brauman Who is a beneficiary? A beneficiary is a person who receives a gift or benefit from a deceased estate. Who arranges the [...]