Sustainable Living: Rethink, Reclaim, Remain
In this day and age the priorities for one’s home are changing. Generally, people want to live a happier, healthier …
Sustainable Living: Rethink, Reclaim, Remain Read Post »
The Difference Between Powers and Duties of an Estate Trustee
A “power” is an authority to act, whereas a “duty” is an obligation. A duty of an estate trustee compels
The Difference Between Powers and Duties of an Estate Trustee Read Post »
Protect your estate – High net worth individuals need special insurance solutions
High net worth individuals typically have more than enough money to live their desired lifestyle. But there’s an important element
Protect your estate – High net worth individuals need special insurance solutions Read Post »
How Are Your Investments Doing?
Let’s say that you are an estate trustee of a trust, or a beneficiary of a trust. The trust consists
How Are Your Investments Doing? Read Post »
Estate planning – Don’t do it yourself
Have you seen the recent Home Hardware ads, where an adorable young couple tackles a complete home renovation on their
Estate planning – Don’t do it yourself Read Post »
Still living in the ‘50s? Time to up the ante on advice and wealth planning for women
There are a few holdovers from the Mad Men era of 50 or 60 years ago, when men were the
Still living in the ‘50s? Time to up the ante on advice and wealth planning for women Read Post »
Get Out! Getting Vacant Possession of an Estate Property
A common problem in estates administration is getting an occupant out of the house of a deceased person. Often, the
Get Out! Getting Vacant Possession of an Estate Property Read Post »
Estate planning for special needs children – get it right with good advice
We know there are many estate planning situations that are enormously complex. Corporate ownership, assets in multiple jurisdictions, multiple family
Estate planning for special needs children – get it right with good advice Read Post »
Major elder transitions – how well will your family cope?
Estate planning can be tricky enough without some of the other issues often associated with aging – the need for
Major elder transitions – how well will your family cope? Read Post »
Protecting Against Identity Theft After Death
You’re the newly appointed executor of a deceased person’s estate. There’s a lot on your plate – securing assets, finding
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