Why an estate plan is not reserved for the wealthy, and the implications of not taking proper legal and financial advice when planning the management of assets during your life, and the disposal of assets on death. ...
Important dates for owners of strata schemes...
If you live in a property within a strata scheme, you need to be aware of recent changes affecting properties within strata schemes....
The trustee can be an individual, although it is common for corporate trustees (meaning a company) to be appointed as the trust does not need to go through a reappointment every time someone wants to retire or dies....
Discretionary trusts are a common vehicle to move assets through generations. Assets held in any trust require particular care when estate planning, as they do not automatically form part of your estate on your death. The biggest challenge clients face is realising that assets in...
Are Powers of Attorneys and Enduring Guardians important in Estate Planning? ...
Why an estate plan is not reserved for the wealthy, and the implications of not taking proper legal and financial advice when planning the management of assets during your life, and the disposal of assets on death. ...
Signing your Will is not a “one and done” event. It requires regular review and updating as your circumstances change. Key events should trigger a review. ...
What does the term “estate planning” mean? This is term we use to describe all and any documents which relate to your own person. This includes your Will, power of attorney and enduring guardian. It can also include any letters of wishes or advanced directive that...