Frequent Flyer Points in Wills and Estate Planning
20th February, 2026 When preparing a Will, most people focus on property, physical assets, bank accounts and superannuation. However, frequent flyer points are often forgotten. Although they are not cash, they can hold significant practical value. Therefore, they should be considered as part of a comprehensive estate plan. Many Australians accumulate points through programs […]
The $10M iPhone Will: Lessons for Estate Planning
12th February, 2026 A recent NSW Court of Appeal case highlights the risks of informal Wills and DIY estate planning. In late 2025, the Court of Appeal considered the matter of Brad Anthony Wheatley v Ronald William Peek [2025] NSWCA 265. In that case, a 79‑year‑old man drafted a note on his iPhone indicating how […]
Estate Planning for Business Owners in Australia
1st January, 2026 Estate planning is often associated with personal matters only. Most people mainly think of Wills, Powers of Attorney, or Enduring Guardianship documents. However, business owners must also plan for what happens to their business. If a business owner becomes ill or passes away, operations can be disrupted. As a result, employees, […]
Leaving Bequests to a Minor in Australia
17th December, 2025 Many Australians choose to leave property or assets to their children or grandchildren. However, complications arise when a beneficiary is under eighteen years old. In Australia, a minor cannot legally receive an outright gift under a Will. Therefore, careful estate planning becomes essential. When a child is under eighteen, an adult […]
Understanding the Specifics of Employee Contracts in NSW
9th December, 2025 Employee contracts shape the working relationship from the very first day. They outline expectations, rights, and obligations for both parties. Although they often appear simple, these documents contain important terms that influence workplace stability. Therefore, employees and employers should understand all details before signing anything. Role Clarity and Workplace Expectations Clear […]
Wills for Indigenous Australians: Key Considerations in NSW
26th November, 2025 Everyone has important considerations when preparing a Will, and there is an additional set of cultural considerations for Aboriginal and Torres Strait Islander peoples. These factors can shape how a Will is drafted, and they may affect decisions about kinship, cultural items, and burial wishes. Consequently, thoughtful planning ensures your wishes are […]
How to Support a Child With a Disability in Your Will
18th November, 2025 Parents of children with disabilities face unique considerations when preparing a Will. Beyond dividing assets, careful planning ensures your child’s long-term wellbeing. You must address daily care, accommodation, medical needs, social inclusion, and financial security. Why Direct Inheritance Can Be Risky Some parents leave the majority of their estate to other […]
Potential Liabilities for Executors of a Will in NSW
11th November, 2025 Being appointed as an executor is a serious responsibility and, moreover, can involve personal risk. If you have been named as the executor of a Will in New South Wales (NSW), you should understand the legal duties and potential liabilities that come with the role. What does an executor do? An […]
Understanding Mutual Wills: What Couples Need to Know
4th November, 2025 Blended families often face unique challenges when it comes to estate planning. Parents may wish to ensure that, after both die, their assets are distributed fairly among all children: biological, adopted, or stepchildren. However, the surviving spouse may later change their Will in a way that excludes some children. Fortunately, Mutual Wills […]
How Life Insurance Affects Estate Planning in NSW
28th October, 2025 Life insurance is a vital part of many estate plans. However, many people misunderstand how it interacts with their Will. It is important to know whether your life insurance forms part of your estate-or sits outside it. Does a Will Override a Life Insurance Beneficiary? In most cases, your life insurance […]