Find us

6/11 Prince of Wales Avenue South West Rocks,
PO Box 16 South West Rocks NSW 2431

T 02 6566 6250

Level 1 22 Belgrave Street Kempsey
PO Box 161 Kempsey NSW 2440

T 02 6562 3300

Posts Categorized: Wills & Estate Planning

What you need to know about Retirement Villages

Retirement villages are popping up all over our suburbs. They offer a unique way of living out your senior years. Buying into a retirement village isn’t the same as buying a house. Rather than purchasing land and a house on the land, you may pay money for the right to occupy the property under a lease or loan arrangement or […]

Read more

Witnessing documents during COVID-19

Witnessing documents is now possible by video link! Special measures for witnessing documents previously witnessed in person have been introduced due to COVID-19. The COVID-19 pandemic saw much of the world working remotely or behind closed doors. With the implementation of social distancing rules and our general desire to minimise contact with others meant that witnessing documents in the usual […]

Read more

Wills and COVID-19

Australians are rushing to update their will amidst the coronavirus pandemic. The recent outbreak has affected us all. As a result, it has created a huge demand for people to make or update their will. Have you reviewed your will recently? If you have a will with us, give us a call to set up a time to review it. […]

Read more

What happens if you die before paying off your mortgage?

Do you own property with a mortgage over it? What happens if you die before paying off the mortgage? Picture this: You bought a house on your own in your young, single days and took out a mortgage. You have recently married the woman of your dreams. However, you are now having concerns as you want to ensure she gets […]

Read more

What is an executor?

One of the most important decisions when planning your estate is who your executor should be. What is an executor? An executor is an important role in your will. The person you choose as your executor handles all of your personal, business and financial affairs on your death. Their role is to respect your wishes and distribute your assets as […]

Read more

Grant of probate

Grant of Probate

In Estate matters, we often get asked why a grant of probate may be required. When a person passes away, their estate must be administered. The deceased may have had minimal assets, such as a car and a small amount in a bank account.  In this case, the estate can be straightforward requiring only a death certificate to sell and […]

Read more

Testamentary Capacity

How does testamentary capacity affect a will?

A will is a legal document instructing on the distribution of a person’s assets after their death.  Anyone over 18 can make a valid will, as long as they have “testamentary capacity”. What is testamentary capacity? Testamentary capacity means that a person has the required mental capacity to make a will.  It refers to a person’s mental capacity opposed to […]

Read more

appointment of enduring guardian

Why do I need an Appointment of Enduring Guardian?

What is an Appointment of Enduring Guardian? An Appointment of Enduring Guardian allows you to appoint a person to make health and lifestyle decisions for you if you no longer have the capacity to make such decisions yourself. You can appoint an enduring guardian as long as you are over 18 years old and understand what you are signing. How […]

Read more

Executor and estate administering

How to deal with an estate as the executor

When someone passes away, there are a number of steps the executor/s need to take in order to administer the estate. What is an executor? The executor/s are named in the will and are usually a close family member, friend or solicitor whom the deceased felt would be capable of the important task of administering their estate. Your role is […]

Read more

Self-Managed Superannuation Fund (SMSF)

What you need to know about Self-Managed Superannuation Funds (SMSF)

A Self-Managed Superannuation Fund differs from a superannuation fund managed by a fund manager, such as a large corporation or industry body. A self-managed superannuation fund is managed by you. A major benefit of a self-managed superannuation fund (SMSF) is that you have control over your funds and the way in which they are invested. The main benefits of an SMSF […]

Read more