Why is taking a holiday so important?

Do you have a good work-life balance? If you answered NO, it really is time to sort it out.  Not after this project or next month or next year.  You need to do it now.  Because Life is Short. Because your kids are only kids once. Because you matter.  And work - trust me [...]

By |2021-08-18T11:52:34+10:00August 18th, 2021|Commercial, Family Law, Succession|0 Comments

5 Mistakes to Avoid When Filling in a Legal Document

What's in a Name?  A lot, legally! Avoid these common mistakes on legal contracts... When entering into a contract or completing any other legal document, it is important to ensure that the parties names are spelt correctly and are identical to their identification documents such as a driver’s licence, passport or birth certificate. We [...]

Essential Estate Planning Information

Who should have an estate plan? If you are over the age of 18 & own anything (even Superannuation) – you should have an Estate Plan. If you have children, or own your own business, it's absolutely essential that you have a plan for what happens when you pass away How can we help? [...]

By |2021-04-19T10:09:35+10:00February 11th, 2021|Commercial, Succession|0 Comments

Common Estate Planning Mistakes

It is important to have appropriate estate planning documentation in place to ensure that your estate planning objectives are achieved when you pass away or lose capacity to take care of yourself. These are common Estate Planning Mistakes that our clients make... Thinking that testamentary trusts are only for complex situations or high net [...]

By |2021-02-11T13:34:52+10:00February 11th, 2021|Commercial, Succession|0 Comments

Common Mistakes when Nominating a Financial Controller

While there are only a few legal rules regulating who can be nominated as a financial controller under an estate plan (i.e. executor, trustee, attorney), there are some common sense principles which can make or break the effectiveness of an estate plan. These are the top 10 mistakes people make when nominating their financial [...]

By |2021-02-11T13:35:09+10:00February 11th, 2021|Commercial, Succession|0 Comments
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