“Beyond the Estate Plan” Presentation to the Law Society of NSW
We were recently asked to present to other lawyers on our research into how to give clients more than just a Will. We…
Read MoreThe Tao of Shane Warne
The recent life and death of Warnie has some lessons for us all we suggest. #BeABetterAncestor…
Read MoreHappy St Patricks Day
Given the day it is, we attach an extract from Donal’s forthcoming book, An Irish Book of Living and Dying – A Migrant’s…
Read MoreTime to reflect and review
We share some of our reflections and suggest you have some things to review…
Read MoreThe Queen fires a Family Member – a dark story about a Prince leading what he thinks is a fairy-tale life
The Queen has stripped her son Prince Andrew of many of his royal privileges …
Read MoreLessons for family business from the film, House of Gucci
Lessons for family businesses from the film House of Gucci…
Read MoreLawyer leaves a legal mess
The late David Rofe QC had his personal affairs publicly examined. There are lessons to be learned here. David Rofe and his…
Read MoreWhen is a Will not a Will? Information from a recent case.
During COVID, many draft Wills have been sent out to clients. This case explains how the law treats those documents. The lesson is…
Read More10th Commandment – thou shalt not covet
This is a local interest case but it can happen anywhere. Please call us if you think it could happen to you or…
Read MoreRecent Insights
- Private Invitation to BABA Adviser Program starting 16-23 July 2026
- Legacy Law Book Club – new edition
- Changes to trusts in the 2026 Federal Budget
- Thoughts on legacy on ANZAC Day 2026
- Private Invitation to BABA Adviser Program starting 11 June 2026
- Jay Hughes Book Recommendation
- My Conversation with Jay Hughes – Part 2
- Legacy Law Book Club – “The Second Mountain” by David Brooks.
- An extract from my conversation with Jill Gardner – Part 3
- An extract from my conversation with Jill Gardner – Part 2