There are some trends emerging in the High Net Wealth Individual segment to watch for in the context of Estate planning advice.
The High Net Wealth Segment
By Paul Fensom •
September 26, 2011
Month: September 2011
Total 15 Posts
Grave Gifts
By Audrey Miller •
September 20, 2011
As we opened drawers and cupboards, removed wall hangings and rolled up carpets, we found a gift.
Memorial Jewellery – From Ashes to Diamonds?
By Jasmine Sweatman •
September 19, 2011
After cremation, most people think of ashes being “sprinkled”, held in an urn or interred. Many companies are advertising different options in the form of “Memorial Jewellery”, and one has developed a method of creating diamonds that are purportedly “molecularly identical to naturally occurring diamonds” from cremated remains.
Estate Planning on the Big Screen
By Elaine Blades •
September 16, 2011
When his kids talk to him about moving to a ‘nice place for people like you’, he’s practically shaking with anger – depending on your age, you may be shaking too.
Love in the Age of Expectation
By Justin de Vries •
September 15, 2011
In two cases decided in 2010, the Court considered whether it was appropriate for an attorney for property to pay herself for care services provided to an aging parent
Estate tax return due on a weekend or public holiday date?
By Steven Frye •
September 14, 2011
What happens when the estate return due date is on a weekend or public holiday?
Specificity Matters: Defining “Children” and “Issue” for Estate Planning Purposes
By Laura West •
September 13, 2011
In a previous blog, I wrote about the need for specificity when drafting provisions that include a “spouse” of a particular person as a potential beneficiary of an estate or trust.
Attention is also needed to ensure that when a Will refers to terms such as “children” or “issue”, the persons included within these classes are those that the testator intends to benefit. This is particularly true in the current age, where there are an increasing number of different types of relationships and manners of having children.
Saying Goodbye
By Audrey Miller •
September 12, 2011
We can prepare and plan for death but when it arrives, it can be bittersweet.
Interrelation of Family Law and Estate Planning
By Jasmine Sweatman •
September 9, 2011
With many couples, one or both spouses have had previous marriages or common law relationships. For many reasons, these couples’ estate planning instructions are not usually the traditional “all to my spouse with a gift over to my issue”, and clients should understand how their estat planning decisions may be impacted by family law.
One in Ten: Why Donors Don’t Tell Charities about Their Bequests
By Malcolm Burrows •
September 8, 2011
Bequest donors trust charities enough to make them often significant beneficiaries of their estate, yet they don’t trust them sufficiently to tell them in advance.