Recent Blog Posts

A Parting Shot

Is there someone you want to exclude from your estate and you want them to know full well why they have been excluded? In the recent decision In the Estate of Frances Jane O’Grady[1], the deceased made provision for five named grandchildren and included a clause...

Intergenerational Wealth Transfer

We spend a lifetime generating wealth and assets but not many of us ensure that it will be passed to the next generation – our children, grandchildren, nieces, nephews, and so on. Statistics[i] tell us that the largest shift in generational wealth is about to take...

Untying The Knot

In the last edition of Insight we addressed marriage as an important milestone when one’s will should be reviewed. Separation and  divorce on the other hand are other moments, albeit less pleasant ones, that should trigger a review of your will. With the emotional...

Estate Planning for Parents of Disabled Children

For parents of children with disabilities, there is often a concern about how to transfer wealth to their child in a way which ensures that the child is protected from financial abuse as well as being cared for financially.  In some cases, there is also a concern...

Estate Planning for the Disabled

Disability can occur at any age.  For some, disability occurs at birth and for others, disability can occur due to accident or illness during the course of life.  In some cases, the disability can affect a person’s decision-making ability, whilst in other cases it...

Where’s the plan?

Death is one of the certainties of life and many people take out life insurance for the main purpose of providing for their dependents or for business succession funding.  All too often insurances are put in place but there is no plan to deal with the monies....

Tying the knot

For many, an upcoming wedding brings with it an array of emotions. Excitement, anticipation, uncertainty and stress, just to name a few. During such a time it is easy to forget about taking measures to ensure your wishes are recognised and respected in the unfortunate...

Choosing the right Executor

One of the first things you do when making a will is choose someone to be your executor. After you die, your executor will be the person responsible for administering your estate.  The main functions of the executor include organizing the funeral, collecting the...

De facto or not?

Have you ever wondered what would happen to your assets if you died without a will? Many people assume that if they are not married and have no children that everything will automatically go to their family members such as parents or siblings. You might be surprised,...

Helping the kids buy a property?

With today’s surging property prices and the cost of living generally increasing, more and more parents are assisting their children financially, particularly with the purchase of their first home. But what happens if the child experiences a relationship...