JOHN and Judy, both in their 60’s, separate after 40 years of marriage. John built-up a successful business but is now semi-retired. Judy gave up a career to support John and care for their child, Kevin, who has special needs.…
BETTY passed-away 20 years ago. She appointed her son, Daniel, as her executor and left half of her estate to her granddaughter. The granddaughter’s inheritance was approximately $150,000. Betty’s will stated that her executor was to hold her granddaughter’s inheritance…
A RURAL Fire Service (RFS) aerial patrol from Red Rock to South West Rocks has taken on board a surf lifesaver to look out for rips and dangerous surf conditions, isolated swimmers and other threats such as sharks. Covering 100…
A WILL seeks to ensure your testamentary intentions are upheld but what happens when the will itself goes missing? That’s the situation facing Dave’s intended beneficiaries. According to Dave’s will, the majority of his estate is left to his two…
GLORIA, who was widowed a few years ago, intends to build a self-contained unit on her son’s property. She will use her savings to build the ‘granny flat’ and will rely on the Age Pension to meet her living expenses.…
KATE makes a will, leaving $200,000 and her motor vehicle to her friend Peter. She leaves the rest of her estate to her three grandchildren. Six months prior to her death, Kate writes a note stating: “I wish to leave…
BILL and Matilda recently purchased a ‘renovator’s delight’. Lucy, a young builder, was hired by Bill and Matilda to assist with the renovation. The three formed quite the team and enjoyed long working days and the not-so-occasional knock-off drinks. Their…
BARRY signed a binding death benefit nomination in hospital on the same day that he tragically passed away. The effect of the nomination is that the whole of Barry’s substantial superannuation fund is to be left to his de facto…
WILLIAM obtains accommodation in a nursing home and authorises his friend David to be a signatory in relation to his bank accounts. David agrees to pay William’s bills and rollover his substantial fixed term deposits. During the course of the…
HARRY passes-away leaving an estate worth $3 million. Harry’s will, prepared 30 years ago, leaves his whole estate to his son, George. He makes no provision for his three daughters. The three daughters make “family provision” claims against Harry’s estate.…