SBT Legal in Perth, Western Australia | Estate planning solicitor

SBT Legal

Locality: Perth, Western Australia

Phone: +61 450 499 822

Address: 6/14 Main Street, Osborne Park 6017 Perth, WA, Australia

Website: http://www.bespokewillsandestates.com.au

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25.01.2022 The following article is a worthy reminder yet again that DIY Wills are not recommended - in any State! https://startsat60.com//homemade-will-costs-bennett-philp-

25.01.2022 Almost all of us have some form or another of 'digital assets.' But have you thought about what will happen to your digital assets on your death? It may seem trivial to you or perhaps you have the mindset of "she'll be right" and everything will be 'sorted' when you die. BUT....it may not. Our lives are becoming more and more entangled digitally. We all need to think about dealing with those digital assets in our Wills.

23.01.2022 A worthy article to read with some great great advice from David Koch about Wills and getting your affairs in order.

22.01.2022 An article with some vital information for anyone that has a SMSF! Superannuation is potentially your second largest 'asset' after your house. It is essential to make sure you have 'ticked all the boxes' to ensure your super does not land up in the wrong hands!!

20.01.2022 Any person that thinks DIY Wills are easier and cheaper than engaging a Lawyer (experienced with drafting Wills) should consider the key points in this article. At the end of the day, its the Lawyers that 'reap the rewards' of human error when DIY Wills are used!

19.01.2022 This article (sadly!) articulates the pain of so many families faced with the sudden impact (on the surviving family) when a loved one dies. A worthy read to remind people of the importance of having a Will and getting all their affairs in order.

18.01.2022 **HOMEMADE WILLS** Again recently cursed by the Supreme Court of Western Australia To quote Master Sanderson of the Supreme Court in a recent WA Court Case (taken from his opening comments in the Judgement in Keddie vs Baldrey [2018] WASC 206): MASTER SANDERSON:... "There are three great evils which bedevil Probate practice. First and by far ***the most egregious is homemade wills***. Second there is the problem occasioned by no will at all and the effects of the blunt instrument that is the Administration Act 1903 (WA). Third there are those cases where there is a will but the testator's circumstances have changed and the will has not been updated." See more

18.01.2022 Aretha dying without a Will and her family rallying to protect her legacy is a **VERY RARE** situation!!! When a person dies without a Will, their estate is dealt under intestacy legislation (certainly in Australia) and often, such outcomes can lead to unwanted results. A spouse may not receive everything as is often the misconception. And, family disputes may occur which can incur hefty legal fees for the estate. The easiest (and often cheaper) option to is have a Will. A Will provides certainty and the process of dealing with the estate may less complicated.

18.01.2022 Some interesting (or is that scary!) stats from Paul Clitheroe on how many Australians do not have a Will. A key point that Paul makes in his article is "the research did not cover how many Australians have a Will that accurately reflects their current situation." Not having a Will is heading for disaster. Having a Will that does not reflect a person's current situation is also 'problematic.' Paul's take home message -: Get your Will done or get your Will updated. Contact us for both.

17.01.2022 A great article that highlights how costly legal fees can be when disputing a Will in Court. In short, getting a Will (prepared by a Lawyer) that considers all potential situations and provides for your loves ones is 100% more secure than a DIY Will Kit...! Plus, engaging a Lawyer to prepare your Will is much cheaper than the legal fees that will be incurred if your (DIY) Will ends up in Court.

16.01.2022 Really looking forward to giving the presentation tomorrow for the Floreat and District Branch of the National Seniors. A great honour to be invited to share our knowledge on Wills and Estate Planning.

16.01.2022 A very interesting article indeed. It will be a difficult decision for the Supreme Court to decide - Should Tiffany inherit her mother's millions or not????

14.01.2022 This article sums up perfectly the key documents you need to consider to provide for your family on your death. We agree completely with the key statement in the article **"If the Lawyer does not ask you about your super and insurances, get another Lawyer because he/she is only doing half the job."** https://www.abc.net.au//how-to-be-prepared-for-yo/10062040

14.01.2022 A worthy article: If you are in a same-sex relationship and planning to marry, check your superannuation nominations. Your fund may have a 'life changing' clause that may may apply when you get married! If you have a SMSF, also check your Trust Deed for any clauses that may affect your nominations when you get married. IN SUMMARY...if you plan to get married, it's vital to get your Will and other estate planning documents done.

13.01.2022 Yet another good article that highlights the importance of dealing with 'digital assets' in a Will. As people move more into the digital world and their interactions and transactions online increase, so does the need to consider their digital estate in their Will.

12.01.2022 HELPFUL INFO: For any South Africans living in Australia - Sable International may be able to help if you have an inheritance in South Africa that you are want to transfer to Australia https://www.sableinternational.com//inheritance-deceased-e

11.01.2022 Tonight's episode of "Insight" features 'pre-nups' (Binding Financial Agreements) and couples are interviewed about their experience of having or not having a pre-nup in place. We are not Family Lawyers. However, we are happy to refer our clients to Family Lawyers with expertise in pre-nups for advice.

11.01.2022 Yet another opportunity to share our knowledge on Wills and Estate Planning! We are honoured to be invited to present on 23 August 2018 at the Rotary Club of West Perth. Thanks to Patrick Emery for the invitation.

11.01.2022 ***PRESENTATION ON WILLS***15 Oct 2019 at 7pm - Tuart Hill Community Centre Don't miss out on this opportunity to find out why: * blended families are at risk; * challenges to Wills are on the increase;... * DIY Wills may result in substantial legal fees; * more..... Get your tickets at ***EVENTBRITE*** https://www.eventbrite.com.au/e/tips-and-traps-wills-and-es

10.01.2022 While you may not regard social media as important, you may not realise its significance when you die. In today's world, having a business presence online, is not uncommon! Such factors are now becoming important when preparing your Will. And yes, what about your pets?? Contact us if you want to update your Will.

09.01.2022 A key example of recent WA Court case highlighting why it is ***IMPORTANT*** to review your Will at least every 4 to 5 years, and to update your Will if necessary. Otherwise, your Will may also end up being disputed in Court. In the deceased's Will, she gave "her principal place of residence" to her best friend. However, when the deceased died, she was living in an aged care facility and not the home she intended to bequeath.

09.01.2022 This article is a great summary of the information everyone should consider for their Will and other 'assets' such as superannuation. Contact us if you want to make sure your Will (and other estate documents) are correctly drawn up, and more importantly, that your family will be taken care of when you are no longer around.

05.01.2022 If your Executor dies 'while on the job', who will take over with dealing with your estate and make sure your loved ones get your assets? This article is worth reading so that you can appreciate the importance of making sure your Will always meets your current circumstances. Hence, a review of your Will every 4 - 5 years is necessary. Contact us at ***Bespoke Wills and Estates*** if you need to update your Will.

04.01.2022 An interesting article on the outcome of a son's challenge to his mother's Will. The son sought $450K from his mother's estate but the Court only awarded him $75K. However, the noted comment by the Judge was the amount of legal fees that the son and the Executor (the mother's other son) incurred (being $160K and $140K respectively) "were disproportionate to the outcome of the proceedings." While no Will is 'challenge proof", it is still better to have a legally prepared Will than not. if you want to get your Will or you have concerns about your current Will, contact us.

04.01.2022 Sadly, even the 'well-to-do' members of our society, don't all have their affairs in order! This is a good article of the key points about why every person (regardless of wealth) should get a Will.

03.01.2022 Some sound estate planning advice from David Koche. No one likes to discuss death or making a Will. However, death is like taxes - its inevitable!! Getting a Will and other estate related documents is discussion everyone and every family should have to avoid the 'surprise' factor when a loved dies. The 'surprise' factor can mean hefty legal fees when dealing with the estate of a loved one.

01.01.2022 We are looking forward to presenting tomorrow at the Floreat Branch of National Seniors. It is always an honour to be invited back to the Floreat Branch to share our legal knowledge. Tomorrow, Shirley Tascone will be talking about the Enduring Power of Guardianship. Worth attending if you are concerned about what will happen if you can't make your own decisions about your medical and lifestyle decisions.

01.01.2022 **VERY IMPORTANT**If you are in a same sex relationship and you plan to marry, and you currently have a Will, you need to update your Will after your wedding. According to Legislation on Wills, "the event of marriage invalidates a Will unless the Will is made in contemplation of marriage." Contact us for more information.

01.01.2022 If you are a Baby Boomer, you are in the prime of your life. Your house is paid off, your children are out of the house and married and youre going on holidays as and when the mood takes you. One might say that your asset pool is a reasonable gold mine and increasing in value. Unfortunately, like all things mining, happy days can quickly turn into a nightmare. To avoid legal disputes, your gold mine should be properly protected in your Will and other estate planning documents. If not, your estate could pay thousands in legal fees against a challenge.

01.01.2022 Yes, Financial Services Industry may have gone through some rough press in recent times! However, it cannot be stressed enough how valuable it is to have a Financial Advisor help you with the insurance claims and superannuation paperwork when you lose a loved one. The administrative requirements are endless. The last thing you want during your time of grief, is to deal with the endless paperwork and try and complete documents you may don't necessarily understand. Good luck to Western Australian finalist, Donna Lee Powell, with the finals in Sydney.