Get your paperwork in order for 2019 and your family will thank you

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The annual new year clean out and declutter is well under way – and Australia’s leading specialist trustee company Equity Trustees is recommending that everyone includes a tidy-up of some key paperwork in the process. “With 130 years’ experience of managing people’s estates and estate planning, we can say for sure that getting your Will […]

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Video wills can put estates in jeopardy

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A recent Court case in Western Australia has demonstrated the problems and risks of recording yourself on video outlining your instructions and wishes in the hope that it might be interpreted as your last intended Will. In a recent Western Australian case*, the Supreme Court was asked to accept 4 videos made by Peter Pitman […]

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Reconciliation in action fosters innovation and relevance

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Working with Aboriginal and Torres Strait Islander communities led Australia’s leading specialist trustee company, Equity Trustees to adapt and change the way it delivers traditional trustee services not only in their trustee and philanthropic areas – but in an unexpected area of their business: Estate planning. A pilot, developed in consultation with the Noongar community […]

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Marriage equality: Remember to get expert advice on estate planning when tying the knot, says Equity Trustees

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With the survey result on marriage equality in (62% voted yes), and the prospect of wedding celebrations for same sex couples on the horizon, one of Australia’s largest independent executors and holders of more than 50,000 Wills has urged those planning to marry to remember to review their Wills. “There are some legal aspects that […]

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Review your Will regularly to avoid accidental family drama

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It is often unintended but a Will created in the past – before grandkids, re-marriages, family disputes or upheavals, major investment or property acquisitions and even before retirement – can have all the ingredients for creating a costly family drama when you’re gone. “There is an unfortunate tendency for people, having written their Will, to […]

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