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 […]