Solution Brief: Guardianship Plan Checklist
A Guardianship Plan is a written record that you prepare as parents, detailing what you want for your child if both (or either) parent dies or can no longer perform their role as parent or guardian. Background The aim of your Guardianship Plan is to provide a set of...
Solution Brief: Trust Wills
How do I ensure that the assets in our “family trust” end up being shared among my children in a fair and appropriate manner? How do I pass control of my trust to the next generation, or control over specific assets? What are the tax consequences of passing on trust...
Solution Brief: Why you need to think about Estate Planning
Your Estate Planning is not something to be taken lightly. Take a few minutes out to ask yourself the following important questions: Do you want to choose who benefits from your wealth, and when? Do you want to protect the wealth you give your children from unjust...
Solution Brief: Four Key Things to Consider Before You Start Your Estate Planning
Estate planning basically involves working out what you have, deciding where you would like it to go, and then choosing people to make that happen.
Can I leave my holiday house to future generations?
It is nice to imagine that your family will continue to enjoy your holiday home after you have gone so, how can you make sure this is a reality?