Browsing CategoryEstate Planning

Estate Planning: A Three Part Series Preparing well for the road ahead – Part 3

A Three Part Series – Preparing Well for the Road Ahead – Part 3 This article is the last in the series of three which discusses estate planning. Our first two articles concentrated on Powers of Attorney and Wills. This article specifically canvasses the value of a Memorandum of Wishes and the types of provisions typically found in such a document. Read on to establish…

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Estate Planning: A Three Part Series Preparing well for the road ahead – Part 2

A Three Part Series – Preparing Well for the Road Ahead – Part 2 “What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.” Pericles, a Greek Statesman and Legislator was the orator of this insightful quote. He implicitly understood legacies, especially those founded in political power and worldly goods, could be used to…

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Estate Planning: A Three Part Series – Preparing well for the road ahead – Part 1

A Three Part Series – Preparing Well for the Road Ahead – Part 1 Introduction If nothing else, the past 18 months has taught the world we are not invincible and planning in key. Part of personal planning is ensuring your estate matters are in order. This means your affairs are well documented, permitting a smooth transfer of assets to your heirs and avoiding unnecessary…

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