Estate Planning

Life is dynamic and circumstances change, so it pays to know how to update your Will effectively to reflect those changes in your life. With our quick guide to revoking, updating and altering a Will, you can better understand these legal processes in Queensland.

With over 69% of Australian households owning pets, it’s no surprise that many people want to ensure their ‘furbabies’ or beloved companions are cared for after they’re gone. We explore how to provide for pets in a Will, covering relevant legal considerations, practical tips, and different arrangement options.

Navigating the intricacies of wills and estate disputes in Queensland requires a clear understanding of the legal framework and your rights as a potential claimant or beneficiary. We explore the grounds for challenging a will, eligibility criteria for claimants, timelines for legal action, and the pivotal role of legal advice in protecting your interests.

Having vulnerable loved ones can be worrisome, especially when considering how they would cope in your absence. Through careful estate planning, you can ensure they are well-protected and properly cared for both financially and physically.

The role of executor in a will is a sensitive one, requiring attention to detail and financial acumen. The executor is responsible for managing the deceased's affairs, ensuring that their wishes as expressed in the will are carried out, and that the estate is settled in accordance with applicable laws. We explain these roles in more detail in our recent guide.

The case of Jensen v Mlynarik [2024] QSC 19 serves as an important reminder of the difficulties involved in administering an estate when a family member refuses to co-operate and refuses to act reasonably.

In the world of wills, understanding what a bequest is holds significant importance. For individuals, a bequest is a tool that lets them determine what happens to their assets after they pass away. We help you understand the essentials of bequests — defining what they are, understanding their impact, and realising their importance in estate planning. A bequest is more than a strategic decision; it reflects a deliberate plan, empowering individuals to decide who inherits their property.

The freedom to distribute your assets as you see fit is one of the fundamental principles of will-making. However, it's important to understand the nuances, considerations, and potential consequences of unequal asset distribution when making your will.

Partner Peter Griffin explores a case which underscores the significance of comprehending the intricacies of will drafting and clauses. A seasoned will drafter would have advised Paulo to designate an alternate beneficiary to Rhonda in case of her demise within 30 days of his own passing. Recording Paulo's alternate beneficiary could have averted the need for a court decision, ultimately saving all involved parties from legal expenses, stress, and the personal time consumed by litigation.

This dispute centred around lease covenant clause 29, which obligated the club to certain RSL-related activities. When the RSL sold the land, the club argued it was no longer bound by these obligations. However, the court determined that these obligations were personal to the RSL and did not transfer with the land, ruling in favour of the RSL and awarding $182,000 in damages. This case serves as a reminder of the complexities in property transactions and leases for both lessors and lessees.

Today, we’re diving into the legal world of property transfers, uncovering the intricacies of gifting and selling (including stamp duty implications of each option) and exploring how they fit into the larger picture of estate distribution.

Planning your estate is important to secure the future for your loved ones after you're gone. But if you're part of a blended family, the process can be more intricate due to the complex relationships involved. In this blog post, we delve into the world of blended family estate planning and highlight seven common mistakes that you should steer clear of.

Winning an estate dispute can sometimes be a tough battle, especially when allegations of undue influence and concerns about the Willmaker's capacity are thrown into the mix. But, as we proved in a recent matter, with the right evidence and a strong legal team, victory can be had.

Just like planning for your physical and financial assets, arranging for what will happen to your digital assets after you die is important. Including them in your will is the best way to make sure your digital legacy is passed on in the way you intended.

So, you’re considering acquiring a family-owned business? That’s an exciting prospect! But before you sign on the dotted line and embark on this new venture, it’s crucial to understand the pivotal role due diligence plays in the process. Here’s why due diligence is a non-negotiable step when buying a family business in Australia.

In recent years, de facto partnerships have become increasingly prevalent in Australia. As more couples choose to live together in committed relationships without getting married, it’s vital to recognise the impact these relationships can have on your estate planning. So through this blog post, we aim to provide valuable insights and knowledge regarding the question that may be on your mind: “Can my de facto make a claim on my estate and what can a de facto claim?”

The webinar attended by Peter Griffin and Chloe Whereat highlighted the need for legal advisers to be diligent in reviewing trust deeds and ensuring they are tailored to the client's specific needs and objectives.