As accountants and financial planners, you have insights into your clients’ financial position far before we, as estate planners, do. Becoming familiar with the many benefits of Testamentary Trusts in a variety of scenarios will help you further protect your … Read More
The identification and proving of elder financial abuse is unfortunately an area of law that we are dealing with more regularly. In this article we cover what elder financial abuse is, the warning signs of elder financial abuse and what … Read More
There are often many questions people have about Enduring Powers of Attorney including what they are, why they are needed and which documents are required. Deciding who will be your Enduring Power of Attorney is an important decision, so we … Read More
When people take the step to make their will and/or estate plan, they don’t always get it right. In this article, I explore some of the more common errors that can lead to unintended or even catastrophic outcomes, such as … Read More
What would happen to your assets, family and loved ones if you were to lose your mental capacity or pass away? If you are considering this question, chances are, you should consider estate planning. You might think that because you … Read More
When someone comes to a lawyer to make a will, it is important that we ensure that the will-maker has the mental capacity to make their will. The mental capacity that the will-maker must have is called ‘testamentary capacity’. We … Read More
Section 102 AG of the Income Tax Assessment Act (1936) has just been amended. This amendment will have tax implications for existing Testamentary Trusts and people with testamentary trust wills where minor beneficiaries (such as children or grandchildren) expect to … Read More