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 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 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 [...]
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 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 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 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 [...]
Estate Planning for People with Disability by Jacqui Brauman International Day of People with Disability is a United Nations sanctioned day that is celebrated internationally on 3 December each year. About 1 in 5 Australians have a [...]
Superannuation Death Benefit Nomination for Estate Planning Superannuation and Death During your working life you will accumulate superannuation benefits. In simple terms these benefits are held in a Superannuation Fund until your retirement or death. Every superannuation [...]
Crucial Roles in Wills A Will is a written document which declares a person’s testamentary intentions (how you would like your estate to be distributed on your death). For a Will to be valid in Victoria it [...]
