A better way to talk about death and inheritance First, we must actually talk about death and inheritance. Many generations didn’t. When a will is disputed, it is usually because someone is upset by the Will. It [...]
Case study: asset protection for your children We have acted for this husband and wife a number of times. Recently, their adult son, who is still single and forging himself an impressive career, has signed a [...]
Case study: succession and the family farm We have been helping an accountant and financial planner with a long project involving a succession plan for a large farming family. We have just been pulled in to help [...]
Case study: why a good accountant and solicitor matter in your estate planning Recently, a local accountant referred a couple to us who had been through the wringer. They had only just moved to this new [...]
Duties of your medical treatment decision maker by Jacqui Brauman Doctors need their patient’s medical consent before providing treatment. But in the case of an injury or illness, some patients may not be able to communicate [...]
Case study: Negotiate a settlement as early as possible Prevention is always better than a cure, so getting your Will done well is the best option. But the second best option is to negotiate a settlement [...]
Case Study: Ruth's story - a claim on an estate A claim on an estate occurs in only 10% or less of estates that go to probate. I estimate that only about 60% of estates that I [...]
Common mistakes for executors to avoid by Jacqui Brauman Taking on the role An executor can refuse the role. If you’re asked at the time the Will is made, it doesn’t mean you cannot change your mind [...]
Case Study: Pearl and her daughters - elder abuse A couple of months ago, an elderly widow came into our office, with her daughter. The elderly lady who came to see us, we’ll call her Pearl for [...]
3 reasons to have your Will done in 2020 by Jacqui Brauman The year 2020 could be called the year of vision. But at the start of a new decade, we should also be conscious that we [...]
