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Conditional Gifts in Wills Part 1 – Brewster’s Millions

Conditional Gifts in Wills Part 1 – Brewster’s Millions

by kristy@thecollectiveco.com.au | Jul 4, 2023 | Estate Planning, News

I can think of no better introduction to this movie than the one the brilliant creators devised: “This is the story of Montgomery Brewster, a relief pitcher in the minor leagues of life who got handed the American Dream on a very hot plate”. The 1985 Brewster’s...
How does an inheritance affect my Pension?

How does an inheritance affect my Pension?

by kristy@thecollectiveco.com.au | Jun 22, 2023 | Estate Planning, News, Probate

I receive a pension from Centrelink and I am also about to receive a gift under a Will, what do I need to know? The answer to this question will depend on the type of pension you receive and whether it is a full pension or a part pension. It will also depend on: (a)...
What are the benefits of a testamentary trust?

What are the benefits of a testamentary trust?

by kristy@thecollectiveco.com.au | Mar 13, 2023 | Estate Planning, News

What is a Testamentary Trust? A Testamentary Trust is essentially a trust that forms part of a Will. A Testamentary Trust comes into existence by direction of the deceased’s Will after they have died. A Testamentary Trust is different to a family trust in the sense...
Can your ex-partner make a claim on your Will?

Can your ex-partner make a claim on your Will?

by kristy@thecollectiveco.com.au | Oct 11, 2022 | Estate Planning, News

In our next true or false series Eme-lee and Camille discuss whether an ex-partner can make a claim on your Will… If you have any questions about your situation you can reach out to our experienced team for advice.   Disclaimer: The information contained in...
Can your ex-partner make a claim on your Will?

Are all of your assets covered by your Will?

by kristy@thecollectiveco.com.au | Sep 15, 2022 | Estate Planning, News

In our next true or false series Eme-Lee and Camille discuss if all of your assets are covered by your Will… If you have any questions about your situation you can reach out to our experienced team for advice.     Disclaimer: The information contained...
Can your ex-partner make a claim on your Will?

Can anyone challenge a Will?

by kristy@thecollectiveco.com.au | Sep 5, 2022 | Estate Planning, News

In our next true or false series Eme-Lee and Camille discuss whether anyone can challenge your Will? We understand that losing a loved one is already a difficult time and that can be made harder by an estate dispute. We are able to provide you with advice in relation...
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We acknowledge the Dharawal people as the Traditional Owners of the land within the Sutherland Shire. We respect the Dharawal culture, language and traditions. We acknowledge the Dharawal people’s past and continuing connection to the land, sea and community.

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