estate planning Adelaide

Questions About Changes To South Australian Succession Act

Death Chats, Estate Administration, Estate Planning, Stories

Since I put together my first article I’ve received a lot of questions about changes to the South Australian Succession Act due to come into effect from 1st January 2025. As each question rolls in I’m finding my answers becoming more and more like a politician’s response “On the face of it the new law says…. but I need to know more about your personal situation…. I suspect the answer is…. but honestly, nobody really […]

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Free wills can cost more than you think.

Death Chats, Estate Administration, Estate Planning, Stories

The concept of a “free” will can sound very appealing but choosing the cost free option might end up being more expensive than you think. Free wills are often offered by charities and online platforms as a marketing incentive or way to encourage donations or new clients but often come with hidden obligations, hidden costs, inadequate legal protection and high risk for potential errors that could invalidate your will or end up costing much more

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Changes To The South Australian Succession Act

Estate Administration, Estate Planning

Major changes to the South Australian Succession Act will come into effect on 1st January 2025 with reforms designed to simplify estate matters, reflect modern family dynamics and bring South Australia in line with other states such as New South Wales, Victoria, and Queensland. Now is the time to review your existing estate plan, or complete your estate planning, as the legislative changes will impact willmakers, those who benefit through a will, and those who

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10 Things To Do Before You Die

Death Chats, Dream Dead Person Project, Estate Administration, Estate Planning, Stories

As a young adult, I once opened a fortune cookie telling me “There will never be enough time to finish everything on the list”. I took it as a dare to prove Confucious wrong and set about making lists entitled “Things To Do Before You Die” with a well held belief and dogged determination that I would tick. Every. Last. Thing. Off. That. List. At first these lists were filled with grand, adventurous plans; hang

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Danette O’Brien: The Good That Came Out Of My Dad’s Death

Stories

At the time of her dad’s death Danette O’Brien was working as an Executive Assistant, supporting a CEO and Board and she’d done this type of work for 40 years. Never for a moment did she think planning a funeral that truly honoured her fun, cheeky but sometimes ‘challenging’ dad would be the catalyst to a career change. A couple of weeks after her dad’s funeral, Danette had the sudden realisation that she felt called

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Why You Should Get Your Own Lawyer For A Deceased Estate

Business Estate Planning, Estate Administration, Estate Planning

There aren’t many things that get me fired up quite as much as hearing someone tell me they felt pressured to use a dead person’s lawyer to administer an estate – despite the fact that they really wanted to use someone of their own choosing. It’s a misconception almost as common as ‘lightening never strikes twice’, or ‘bats are blind’ or ‘humans only use 10% of their brain (granted for some humans that may in

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Why a Personal Asset Plan is an Awesome Gift to Give Your Family

Business Estate Planning, Estate Administration, Estate Planning

Creating a personal asset plan is a great way of helping your family understand what “stuff” you’ve got but it’s the gift that keeps on giving, if you use it as an excuse to do some Spring cleaning at the same time. I recently attended the home of an elderly gentleman, who like me, was a card-carrying member of the Minimalist Movement. We bonded over our mutual love of the actual Minimalist aesthetic – Scandinavian

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Nominating A Friend As Your Executor

Business Estate Planning, Death Chats, Dream Dead Person Project, Estate Administration, Estate Planning

When it comes to nominating a friend as an executor most people have a whole raft of thoughts, feelings, and considerations the people who nominate a family memeber don’t seem to have. The biggest one is how to nominate a friend as an executor or substitute decision maker without being a burden. Like “Don’t be a burden.” is a very important clause in the rules of friendship – but not so much when it comes

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Deceased Estate Shares

Business Estate Planning, Dream Dead Person Project, Estate Administration, Estate Planning

Being a good shareholder is about more than just managing assets – it’s about ensuring a smooth transition if your family will be managing deceased estate shares. I’m excited to be partnering with Jon Moses, a specialist deceased estate stockbroker (and great human), from JM Invest. I asked Jon what it takes to be a good dead shareholder and he didn’t just answer the questions, he came through with all the information. If you’d like

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Expectations of Estate Administration Vs Reality

Death Chats, Dream Dead Person Project, Estate Administration, Estate Planning

When I talk to people about their expectations around estate administration I take the time to explain that managing a deceased estate is an honour, but it also has the potential to be hard (not always but sometimes). Like having a baby or getting married or deciding to retire and spend all day with your beloved – nobody wants to tell you it might be difficult beforehand or you wouldn’t sign up for it. Managing

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