Integrating Estate Planning for Enhanced Wealth Management Success
Integrating Estate Planning into Holistic Wealth Management For many financial advisers, estate planning is often perceived as a topic best left to lawyers. However, the most successful advisory practices recognize the importance of incorporating estate planning into their holistic wealth management strategies. Clients trust their advisers not only to manage their financial assets but also […]
Lessons from a $15 Million Estate Disaster: What Hill Legal Learned from Nicholson v Knaggs
The Victorian Supreme Court decision in Nicholson v Knaggs stands as a watershed moment in Australian estate planning law – not just for its dramatic elements involving a $15 million estate, an elderly testator, and burnt diaries, but for the crucial lessons it teaches about protecting vulnerable clients and ensuring their true wishes are properly recorded. At […]
Navigating Inheritance Disputes Lessons from Robert Holmes à Court
When a Fortune Becomes a Legal Minefield The sudden death of Robert Holmes à Court, Australia’s first billionaire, in 1990 at the age of 53, serves as a poignant reminder of how quickly fortunes can become legal minefields. His passing not only left behind a vast fortune but also ignited a complex web of inheritance […]
Addressing Client Anxieties on Financial Security Strategies for Advisers
Addressing Client Anxieties About Financial Security Over the past week, we’ve engaged with advisers across the country, and one message consistently emerges: clients are anxious about their financial security. This anxiety stems from various factors, including economic uncertainty, market volatility, and changing regulations. As financial advisers, it is crucial to understand these concerns and address […]
Validity of Unsigned Wills Insights from Kemp v Findlay
Can an Unsigned Will Still Count? Lessons from Kemp v Findlay The case of Kemp v Findlay raises significant questions about the validity of unsigned wills and the legal principles surrounding testamentary intentions. In this case, the court examined whether a will that was not formally signed could still be recognized as valid, shedding light […]
Understanding the Great Wealth Transfer in Australia: Opportunities, Challenges, and Implications
Discover the impact of the Great Wealth Transfer in Australia, as aging baby boomers pass down an estimated $3.5 trillion to younger generations. Learn about key factors, implications for financial planning, challenges, and how Hill Legal can help secure your legacy. Contact us at 03 5976 6500 for assistance.
Superannuation Planning Strategies for SMSF Success: Understanding the Importance of an Excess Transfer Balance
Learn about Excess Transfers in superannuation planning, crucial for SMSF management. Understand contribution caps, penalties, and strategies for effective planning.
Estate Planning Guide for Single-Income Households: Importance, Key Components, and Steps
Securing the future of single-income households through effective estate planning is essential for financial security and peace of mind. Learn why and how to create a comprehensive estate plan. Contact Hill Legal today for expert assistance.
Estate Planning in 2025 Addressing Evolving Relationship Dynamics
As relationships evolve in 2025, estate planning faces new challenges. Learn how to navigate de facto relationships and blended families effectively. Trust Hill Legal to guide you.
Understanding Non-Estate Assets: Key Considerations for Effective Estate Planning
Discover the importance of non-estate assets in estate planning and how they can streamline asset distribution and honor your wishes after death.
