Search Results | Showing 31 - 40 of 74 results for "Wills" |
| | This time of year is an ideal time to seek estate planning advice to ensure wills are up-to-date and legally valid to reflect any material family and financial changes, according to a legal expert. Equity Trustees estate planning lawyer Stephanie Smith ... |
| | | ... couples looking to wed will want to make sure estate planning documents are reviewed and updated where necessary, including wills, powers of attorney and superannuation nominations," Cassar said. In 2008, superannuation reforms regarding who constitutes ... |
| | | Financial advisers are being reminded of the important role statutory wills play in the estate planning process, as the number of Australians diagnosed with dementia continues to rise. According to Australian Unity Trustees, Australia's ageing population ... |
| | | ... have a major impact on a person's eventual total wealth. "The simple fact is that people's circumstances change, and their wills have to change to reflect this. The most obvious example is the break-down of a marriage. If a will has not changed to acknowledge ... |
| | | ... estates under administration. "We consider that our trustee business has stabilised and, with renewed focus on writing new wills, anticipate a return to growth," Sulicich said. Revenue from the business was up 3.4% to $18.3 million while net profit dropped ... |
| | | ... demonstrated that said client could have acted to ensure "full valuable consideration" was provided. For these reasons, he added, wills need to be prepared "basically like an affidavit," with a sufficient paper trail available to justify the deceased's ... |
| | | ... 80-year- old divorcees and four-generation households. Speaking alongside Shead, SSGA head of investment solutions group Mark Wills said that allocations in pre-retiree portfolios will need a greater allocation to growth assets than the historical norm ... |
| | | ... adviser, can be imported into legal document generation systems such as, for example, Yodal and View Legal, to produce draft Wills and estate planning documents for the lawyer for review and discussion with the client." |
| | | ... bonds differ to traditional entitlements because they are often specially designed to be "untouchable" in case of disputed wills. Further, Atkinson added, they can have multiple beneficiaries, suit a range of bequest sizes and are tax-effective. "Another ... |
| | | ... Equities representative from 2012 to 2014. During that period, ASIC said Rickman gave financial and legal advice pertaining to wills and estate planning, and described himself as a "solicitor/conveyancer" for the purposes of overseeing a property transaction ... |
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