Family Wealth & Business Succession
Does a beneficiary under a will have an entitlement or interest in the assets of the estate?
Phillip Hewitt 03/02/2022Answer - No.
Family Wealth & Business Succession
Answer - No.
Family Wealth & Business Succession
It is a common misconception that superannuation proceeds, including death benefits, are dealt with via a person’s will. Superannuation death benefits do not automatically form part of a deceased’s estate.
Family Wealth & Business Succession
Earlier this year we wrote an article about legislation which temporarily allows remote witnessing of documents which would otherwise need to be witnessed in the physical presence of a signatory. This legislation will continue to be in force until 26 March 2021.
Family Wealth & Business Succession
From 1 January 2021, trustees of testamentary discretionary trusts may be subject to surcharges on residential land in New South Wales owned or acquired by the trust. In this article, our Estate Planning specialist, Phillip Hewitt, explains what you need to know about this recent law reform.
Family Wealth & Business Succession
Making or changing your estate plan during the COVID-19 pandemic has just become easier with new laws that allow wills, powers of attorney and enduring guardian appointments to be made by Zoom, Skype, WhatsApp and FaceTime.