Appointing an EPA

Appointing an EPA - what is that; and, when is one needed? Appointing an EPA is an important process that can save a lot of inconvenience and embarrassment during times of indisposition. An Enduring Power of Attorney (an EPA) is an important legal document that can be self-prepared - or preferably, be professionally prepared - to empower another person to make personal or financial decisions on behalf of the appointor. The appointee becomes attorney the appointor [...]

By |2021-08-15T11:54:31+10:00September 19, 2014|Estate Planning|0 Comments

Invalid Will negates Estate Planning

Some 'features' of an Invalid Will Estate plans negated by an Invalid Will cause untold family disruption and financial pressure on those left to tidy up after the deceased has passed. Wills have been found to be invalid for a number of reasons. The more common causes of the invalidity, include – Incorrectly signed/ witnessed (or in fact, unsigned);Witnessed by ‘inappropriate’ people; and‘incapacity’ on the part of the Testator. What [...]

By |2021-04-22T18:51:21+10:00September 20, 2013|Estate Planning|1 Comment

Estate Planning reflects in your Will

Estate planning provides assurance for dependants The adequacy of provision for your emotional and financial dependants is reflected in estate planning - and your attention to their best interests in your estate planning reflects in your Will (primarily; and may be supported by other documentation as well). What is 'a Will'? signing a Last Will and Testament document In  brief terms, a Will (more formally referred to as [...]

By |2017-07-31T15:26:19+10:00October 24, 2012|Estate Planning, Wealth Management|0 Comments

Estate planning foundation: a valid Will

Apart from the time to consider all of the issues that need to be considered in formulating an estate plan, the estate planning foundation: a valid Will, is core to the end process. Is my Will fully valid; and up to date? Estate planning is, as noted earlier in this series of posts, a process more so than a set of documents. However, the documentation of that process is critical [...]

By |2018-01-15T12:54:40+10:00February 1, 2012|Estate Planning|0 Comments

Estate planning for younger children

Estate planning for younger children may seem at odds with our understanding of when a Will for instance, needs to be considered, but in this post we consider the special needs that surround the planning aspects when young children are likely to be impacted. Using a Testamentary Trust to split estate income with young Children An Estate Planning strategy that has grown in popularity in recent times is the use of [...]

By |2018-02-06T14:18:36+10:00January 25, 2012|Estate Planning|0 Comments
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