Is a testamentary trust right for you?

One of the most loving things that you can do for your family is make plans for what happens after you die. This is particularly important if you have children or vulnerable adults who depend on you financially. A testamentary trust might be the right tool to help you...

Executor’s Guide to Family Provision Claims

An executor is the legal personal representative appointed under a Will to oversee the administration of the estate of a deceased person. An administrator has a similar role however is appointed by the Court when a person dies without leaving a Will or if the...

Why everyone needs a Power of Attorney

Most people over 18 years of age should consider having a Power of Attorney. A Power of Attorney is a legal document made by a person (known as the principal) that authorises one or more others, to do certain things on behalf of the principal. The extent of matters...

FAQ on Estate Planning

While many people are unlikely to nominate estate planning aka “Thinking about what will happen to my assets when I die” as being on their “most wanted things to do” list in reality, this is something that should be on all our “must do” lists. Proactively planning for...