Harry makes a Will, using a home-made Will kit, leaving his Smith Street property to his daughter, Wendy. The Will makes no reference to Harry’s other assets. Wendy had been living with Harry and assisting with his care. A few years later, Harry obtains a reverse mortgage, due to financial pressures. The mortgage is registered […]

SCOTT, battling cancer, has a prognosis of just 12 months to live. Scott calls his sister, Mary, and asks her to come and live with him as his full-time carer. He tells her that if she does so, he will give her half of his estate when he passes-away. Mary tells Scott that she will […]

AS is common for many people at this time of year, Jack and Jill make a new year’s resolution to “get their house in order” in terms of their estate planning. They see a solicitor specialising in this field and are advised that the traditional estate planning package consists of three separate documents, being a […]