Valentine’s Day for de facto and same sex couples: Get a Will

From

Red roses and candlelit dinners may be the traditional way to celebrate Valentine’s Day, but a more useful way to demonstrate deep commitment to your partner is to talk about an estate plan, says Equity Trustees National Manager – Estate Planning, Anna Hacker. “An estate plan which clearly outlines how the one you love is […]

continue reading

New year, new Will: Estate planning tips for 2016

From

New year financial resolutions are common at this time of year, but one overlooked yet important action to take is to sort out Wills and estate plans, says Anna Hacker, National Manager – Estate Planning at Equity Trustees. “A fresh new year may seem like a strange time to be thinking about Wills, but it’s […]

continue reading

Elder abuse: Planners need to recognise the warning signs

From

Changes in your elderly client’s personality, an indication that the client is becoming increasingly reliant on others, or seeing other people increasingly speaking on behalf of your elderly client and not wanting you to contact them, are all warning signs that elder abuse could be occurring, says Anna Hacker, National Manager – Estate Planning at […]

continue reading

Will apps and digital options may create estate planning disasters

From

There’s an app for that, or so the saying goes, but the rise of Will apps for android and iPhone, as well as the digital trend to supplement a written Will with a video recording, has the potential to create an estate planning disaster, warns Anna Hacker, National Manager Estate Planning with Equity Trustees Limited […]

continue reading

Seven deadly sins of estate planning

From

A comprehensive, well-thought-out Estate Plan is the only way of ensuring someone’s wishes are carried out after their death but many still get it wrong, says Anna Hacker, Wills and estates-accredited specialist at Equity Trustees. “At first, it may seem a complicated process but developing an Estate Plan is the only way to make sure […]

continue reading

Questions raised over social media on death

From

As social media proliferates, dealing with a loved one’s digital footprint after their death will become an increasingly complicated issue, says Anna Hacker, wills and estates accredited specialist at Equity Trustees Limited (EQT). “The treatment of physical assets in the estate planning process is well documented, but what about digital ones?” Ms Hacker asks. “In […]

continue reading

New appointments to wills and estate planning team meet increased business demand

From

Growth in demand for its wills and estate planning business has seen Equity Trustees appoint two new recruits. Ms Catherine Elversson and Mr Andrew Woods have been appointed as estate planning solicitors reporting to Anna Hacker, national manager estate planning. They will be based in Sydney and Melbourne respectively. Ms Elversson comes from a private […]

continue reading

Too many families powerless when elderly decline mentally

From

Far too many retired Australians have not granted a financial Enduring Power of Attorney, which can lead to problems for their loved ones and unnecessary family conflict, said Anna Hacker, wills and estates accredited specialist at Equity Trustees Limited (EQT). “As Australians live longer, it becomes increasingly necessary to have measures in place in case […]

continue reading

DIY Wills can be a recipe for disaster

From

While it is good news that more Australians are becoming aware of the need to have a Will, it is concerning that many are taking the “do it yourself” path which can result in a Will that is invalid, warns Anna Hacker, wills and estates accredited specialist at Equity Trustees Limited (EQT). “It always surprises […]

continue reading