Dealing with deceased estates – Executor duties

After a person dies someone has to look after the assets of that person and pay the person’s debts. Although the person is no longer here, his or her affairs must be finalised and the person to finalise the affairs is appointed by the Will of the deceased. Where a person is appointed by a […]

Testamentary Trusts

Testamentary trusts can be very effective estate planning tools to assist in providing for spouses, children and grandchildren, and are becoming increasingly popular as more people become aware of their advantages. A Testamentary Trust is any trust established under a will, but the term is usually used in the context of a discretionary family trust […]

Thinking of downsizing to a retirement village or lifestyle village?

Ensure you know the potential pitfalls Understand the conditions and contracts before you sign anything Retirement offers an opportunity to enjoy the activities you didn’t have time to enjoy when you were working full time or raising children. It also offers an opportunity to downsize your home and reduce the associated maintenance. For older people […]