Murnane Legal | Mobile Wills and Estates

We love it when our clients provide us with positive feedback after the Will signing. When they then put those comments into a review like this one, it really helps prospective customers to feel more confident in choosing us. Like many of our clients over recent months, Emilia and Serge came to Murnane Legal to secure a properly-drafted Will before their overseas holiday. Thanks again, Emilia and Serge. We hope you have a lovely holiday! Mark Murnane #googlereviews #smallbusiness #melbourne #willsandestates

Testamentary Trust Wills have become our most popular choice of Will this month, so we thought it might be a good idea to remind people of the benefits! It's an investment which could potentially save your loved ones tens of thousands of dollars. Setting up in your Will a Testamentary Trust that commences after your death, may provide significant tax savings on your beneficiaries’ inheritance through savings on: 💰income tax on income earned on their inheritance; and 💰Capital Gains Tax and Stamp Duty on assets they inherit. MORE: https://lnkd.in/gjdgZyAJ Mark Murnane

In Australia, whoever has possession or control of the Will must provide a copy to those considered an ‘entitled person’. The person in possession or control of the Will may include the Executor, the deceased’s next of kin, a lawyer or trustee. An entitled person may include: - A person referred to or named in any previous versions of the Will - A person named in the latest Will (as a beneficiary or otherwise) - A spouse, de facto partner or surviving children of the deceased/Will-maker - A parent or guardian of the deceased/Will-maker - Any person who would be entitled to part of the estate if the deceased/Will-maker died without a Will - Any person who may have a claim against the estate.

It’s been wonderful to meet new clients in Port Melbourne since moving to Bay Street.🌴 Thank you, Natalie, for your kind review. We are enjoying hosting clients in our “new” office, but continue to provide appointments via Zoom or at your home.

There are many reasons why you should consider updating your Will. They include major life events, such as: 1. Marriage, separation or divorce 2. Having children 3. When you buy a new home or your assets change 4. When you retire 5. If you become ill (we hope you don’t leave it until this point) A Will is never a static document. It should be regularly updated to reflect your current circumstances and wishes. In doing so, you stay in control of your estate and ensure peace of mind for your loved ones. If in doubt, speak to an expert. Wills & Estate lawyer Mark Murnane is available for a free chat to answer your questions (no matter how complicated they may be!) and talk about what documents you might need. https://lnkd.in/gaD3gTt8

A Will generally needs these things to be valid: https://lnkd.in/gm86-854

It was a busy day of media for Mark yesterday.📻📹 Leading the 8am morning news on 3AW with David Armstrong, talkback in the afternoon with Heidi Murphy, and Melbourne’s Nine News bulletin at 6pm.

The front page of today's Herald Sun. A major concern is the increase for Estates worth $250k-$500k. A high percentage estates fall into this category.

A great afternoon at Werribee for another Community Wills day with Stewart Orchard at The Salvation Army. The Salvos offer a community service where solicitors volunteer to prepare simple Wills in return for a modest contribution to The Salvation Army. Payments received from the Wills Days help to support important local community programmes. More info here: https://lnkd.in/ecMcmDa Mark Murnane #GiftsInWills #CommunityWills

Elder abuse comes in many forms, including financial abuse, e.g. using someone’s money, property or other assets illegally or improperly or forcing someone to change their Will or sign documents. Today Victoria Police have announced they are seeing cost of living pressures contribute to an increase in reports of financial abuse. Today is World Elder Abuse Awareness Day. If you or someone you know may need support, Seniors Rights Victoria works to prevent elder abuse from occurring by offering free legal advice and information as well a range of educational and advocacy activities. More information can be found here: https://lnkd.in/d7VkF-3E When a lawyer takes instructions to draft a Will, they know what signs of undue influence on the Will-maker to look for. A lawyer will have a discussion with the Will-maker and ask questions to rule out any prospect of undue influence before the Will-maker signs their Will. Alternatively, when online Wills and Will kits are used by a Will-maker and a lawyer is not involved in the execution of the Will, the prospects of the Will-maker being pressured by others to make a Will drastically increase. If there has been any undue influence on the Will-maker, the Will will be deemed invalid. The same concerns will arise when an Enduring Power of Attorney or Appointment of Medical Treatment Decision Maker is executed when a lawyer is not present. The prospects of these appointments being deemed invalid because of undue influence increase. To avoid the prospects of elder abuse and undue influence when signing your Wills, Enduring Power of Attorney and Appointment of Medical Treatment Decision Maker, always instruct a lawyer to draft the documents and be present when signing the documents. If you're unsure of where to start with your Will, get in touch and we can arrange a time to have a free chat about what you are looking for and answer your questions: Call Mark Murnane on 0439 106 816 or email mark@murnanelegal.com.au