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The family business or the family farm: steps for smooth succession
If you’re reading this, chances are you’ve poured your heart and soul into building a thriving family business in Western Australia.
What you need to know when dealing with inheritance disputes
Inheritance disputes are becoming increasingly common in today’s society. Whether you’re contesting a Will or defending one, understanding the dispute process is crucial.
The traps to avoid when it comes to estate planning
With more families facing disputes over estates than ever before, smart estate planning is critical. This blog highlights the key mistakes people make and what you can do to stay one step ahead.
Teaching financial responsibility to your beneficiaries: Setting up the next generation for success
The hardest part of passing on wealth isn’t the paperwork. It’s making sure your heirs are prepared to handle what comes next.
Can an Executor change a Will? Understanding their legal limits
It’s a question we hear often, and it usually comes from a place of confusion, or frustration. Someone’s been named as an Executor, or is dealing with one, and they’re wondering: can the Executor actually change what the Will says?
Do stepchildren have inheritance rights in Australia?
Blended families are part of modern life. Second marriages, de facto partners, stepchildren, and everything in between. But when someone passes away, these relationships can complicate what’s already a very difficult time.
Complex family structures and dynamics: What you need to know
Every family is unique, and throughout history there are countless famous examples that show that every family has its patriarchs and matriarchs, successes, failures, winners and losers, loves and losses
Key strategies for protecting your Will from challenges
This article assumes you are one of the over 50% of Australian adults who have made a Will. So far so good.
The importance of written agreements in business transactions
We’ve all been there – a deal comes up which is perfect, but we (or our counterparty) are just too busy, or otherwise disposed, and do not reduce the agreement struck into writing, or do not sign off on a draft agreement prepared by one of the parties to it.
Our resources
Top estate planning mistakes we see far too often
Estates can frequently become battlegrounds for contention and disagreement when you don’t effectively plan and strategise your Wills and estate plans. We have identified the top 12 pitfalls we commonly observe when it comes to Wills and estate planning so that you can protect yourself, your loved ones, and your all important legacy.
The Little Black Book on all things succession law
We recently put together a Little Black Book on the inside running on succession law, Wills and estates and inheritance disputes here in WA. Initially written to help lift understanding of this space across our accountant and financial planning peers, we’ve been inundated with requests from our clients. We’re thrilled to share this copy with you, enjoy the read.
The 2025 Wills & estate planning guide for WA
There have been a number of transformations in the WA Wills and estates arena recently. This updated guide highlights key developments and trends, providing valuable context on how they may influence your situation. Read crucial insights into Wills and estate planning, as well as litigation in Western Australia.
Top business mistakes not to make
All too frequently, clients approach us with commercial disputes that stem from minor business blunders that could easily have been avoided. So, we’ve made a list of the top 10 business mistakes we see and included helpful tips and methods to keep you from facing the same issues.
Commercial disputes and litigation guide
If you’re a business owner or decision-maker in Western Australia, this is for you. Our updated guide addresses your questions about the most effective methods for safeguarding against commercial disputes and managing them if they arise. It also covers various strategies for resolving conflicts and, in cases where litigation becomes the only way forward, outlines the process.
