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  • Legacy Lexicon
Lawyers Alison and Jillian Barrett, from Maurice Blackburn, tackle problems everyday Aussies face. In this article, they address the following question– posed by a woman who 'isn't happy with her inheritance'. 25 Apr
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Mum’s $20k Inheritance Gift to Charity ‘Upsets’ Daughter: Australia

Effective communication is a fundamental aspect of administering an estate. Keeping beneficiaries informed about the progress and status of the estate administration is essential to maintaining trust, preventing misunderstandings, and addressing concerns promptly. 29 Jul
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

The Importance of Communication in Estate Administration

Probate can be a daunting process with significant legal and financial implications if not handled correctly. Understanding the common questions and potential pitfalls can help ensure a smoother transition and prevent costly mistakes. 28 Jul
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

50 Frequently Asked Questions About Probate: NSW, Australia

Administering an estate after someone passes away can be a daunting task, filled with legal complexities and emotional challenges. This Ultimate List aims to provide a comprehensive guide to navigating this process effectively. 16 Jul
  • by Estates Gone Wrong
  • Curated Content, Related Resources

What You Need to Know About Administering an Estate: Australia

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Recent:

Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made...

Transferring the Family Home: Considerations for Canadians

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors. 

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events.

The Financial and Emotional Challenges of Major Life Changes

Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations.

Dementia Hub: Fraud Prevention Resources from AARP

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