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Balance Retirement & Aged Care Specialists

Archive for the ‘Probate’ Category

What are the Major Problems in Not Reviewing the Will and How does this affect Probate?

Aged Care Planning, News, Probate | 4th October 2024

In helping our clients move into aged care, on occasions we see their wills to ensure that whatever strategy they adopt to pay for their aged care does not conflict with their testamentary intentions.  However, we frequently come across problems in the will that have not been picked up that may cause a problem after the […]

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If my partner dies in Aged Care, while I’m in Aged Care, how does it impact me financially?

Aged Care Planning, Featured, Health Issues And Aged Care, News, Probate | 4th October 2024

If both members of a couple are in aged care and one of them were to pass or if one is in care and the other at home (but the one at home passes first) then if they have left assets to the survivor, then the aged care fees for the survivor are highly likely to increase significantly. […]

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How can I make the most of my Estate?

News, Probate | 11th April 2023

How can the beneficiaries of an estate get more from the estate? Make sure that the cost of applying for Probate & the distribution of the estate is not based on the value of estate. It isn’t fair that an estate should be charged more to apply for a grant of Probate & distribute an […]

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Why you shouldn’t pay more for Probate

News, Probate | 24th March 2022

Just because the value of your estate is bigger, doesn’t mean it should cost more! When someone dies, the executors of their estate may need to apply for Probate. Probate is the Supreme Court ratifying the will of the deceased is the current and last version of the will. This confirms what are the assets […]

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What is Probate? – Our new Estate Management Service

Aged Care Planning, Probate | 1st October 2019

When a person dies, in most situations the executor needs to apply for Probate, the choices open to the executor are; Apply for Probate themselves Engage a Solicitor to apply for Probate on your behalf Engage a Trustee (like the NSW Public Trustee & Guardian OR Engage Balance Estate Management Probate is the Supreme court […]

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