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, [...]
Digital Assets and Death
Digital assets and death by Jacqui Brauman The Internet is changing our lives, and the speed of the change is only going to increase exponentially. In October 2014, the number of phone SIMS cards exceeded the [...]
How to Prevent a Will Dispute, Like What’s Happening to Bob Hawke’s Will
How to Prevent a Will Dispute, Like What's Happening to Bob Hawke's Will by Jacqui Brauman After his death, Former Prime Minister Bob Hawke’s family is in turmoil over his Will. Bob Hawke died in May 2019, [...]
Suspicious Wills: a reason not to do an at-home Will
Suspicious Wills: a reason not to do an at-home Will by Jacqui Brauman When someone elderly or sick makes a Will, and there’s no concern about them having doubtful testamentary capacity, there is an assumption that [...]
The family crypt case study
The Family Crypt Case Study by Jacqui Brauman Only very recently, the Supreme Court in Victoria decided on a case about a family crypt clause in a Will. Frank, the deceased, was divorced but had a [...]
Easy Estate Planning
Easy Estate Planning by Jacqui Brauman Having a Will done is something that every adult should turn their mind to. The estate planning process is move involved that just doing your Will, and it can feel quite [...]
Have You Planned The Succession for Your Family Trust?
If you have a family trust and you haven’t thought about the succession of that trust, or you don’t fully understand what roles you have in the trust and how it works, please read this.
The costs of not having a valid Will
The costs of not having a valid Will by Jacqui Brauman While a lot of people ask how much a Will costs, and I’ve done an article and video on it before, what they don’t often consider [...]
The Sandwich Generation
The Sandwich Generation by Jacqui Brauman Who is the “sandwich generation”? It’s not one particular generation, as such. It’s more of a situation that you find yourself in. At the moment, the baby boomer generation is more [...]
The Truth About Refundable Accomodation Deposits (RADs) or Aged-Care Bonds
The Truth about Refundable Accommodation Deposits (RADs) or Aged-Care Bonds by Jacqui Brauman It’s a difficult time when a parent is ageing, and needs to go into care. Janet recently came to me, not knowing where to [...]