People frequently ask whether or not they should use a professional trustee organisation to be either the executor for their estate or the trustee for any testamentary trusts established under…
Browsing CategoryEstate Planning
Think before you leave specific gifts in your will
Most people have particular wishes about some items they own, usually being either high in sentimental or economic value. In drafting specific gifts into your will to feel comfortable that…
What is a ‘gift and loan back’?
A gift and loan back arrangement allows the net equity in an asset to be securitised by a related entity for asset protection purposes. A diagrammatic overview can be shown…
A will does not equal an estate plan
A common thing we hear when asking if clients have an estate plan is ‘yes, I have a will.’ The reality is however that a will is just one element…